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True Wealth Design, LLC → COSO
True Wealth Design, LLC COSO Position History
CoastalSouth Bancshares, Inc. • Banking
Quarters held
3
Latest value
$446
Q3 2026
Peak value
$446
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $50 |
| Q2 2026 | $269 |
| Q3 2026 | $446 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $446 | 17 | — | — |
| Q2 2026 | $269 | 10 | — | — |
| Q1 2026 | $50 | 2 | — | — |