Back to CZWI
True Wealth Design, LLC → CZWI
True Wealth Design, LLC CZWI Position History
Citizens Community Bancorp, Inc. • Banking
Quarters held
5
Latest value
$233
Q3 2026
Peak value
$233
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $177 |
| Q4 2025 | $179 |
| Q1 2026 | $198 |
| Q2 2026 | $188 |
| Q3 2026 | $233 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $233 | 11 | — | — |
| Q2 2026 | $188 | 8 | — | — |
| Q1 2026 | $198 | 10 | — | — |
| Q4 2025 | $179 | 10 | — | — |
| Q3 2025 | $177 | 11 | — | — |
Other funds holding CZWI
$3.1M
$3.1M