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True Wealth Design, LLC → CBL

True Wealth Design, LLC CBL Position History

CBL & Associates Properties, Inc.

Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$3K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2K
Q4 2025$2K
Q1 2026$2K
Q2 2026$3K
Q3 2026$3K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3K63——
Q2 2026$3K62——
Q1 2026$2K62——
Q4 2025$2K62——
Q3 2025$2K52——

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