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True Wealth Design, LLC → CCBG
True Wealth Design, LLC CCBG Position History
Capital City Bank Group, Inc. • Financial Services
Quarters held
5
Latest value
$532
Q3 2026
Peak value
$544
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $544 |
| Q4 2025 | $469 |
| Q1 2026 | $479 |
| Q2 2026 | $544 |
| Q3 2026 | $532 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $532 | 11 | — | — |
| Q2 2026 | $544 | 11 | — | — |
| Q1 2026 | $479 | 11 | — | — |
| Q4 2025 | $469 | 11 | — | — |
| Q3 2025 | $544 | 13 | — | — |