Back to CZFS
True Wealth Design, LLC → CZFS
True Wealth Design, LLC CZFS Position History
Citizens Financial Services, Inc. • Banking
Quarters held
5
Latest value
$158
Q3 2026
Peak value
$158
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $61 |
| Q4 2025 | $58 |
| Q1 2026 | $62 |
| Q2 2026 | $145 |
| Q3 2026 | $158 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $158 | 2 | — | — |
| Q2 2026 | $145 | 2 | — | — |
| Q1 2026 | $62 | 1 | — | — |
| Q4 2025 | $58 | 1 | — | — |
| Q3 2025 | $61 | 1 | — | — |
Other funds holding CZFS
$6.7M
$6.7M
$6.3M
$5.7M
$5.7M
$2.5M