Back to EFSI
True Wealth Design, LLC → EFSI
True Wealth Design, LLC EFSI Position History
Eagle Financial Services, Inc. • Banking
Quarters held
5
Latest value
$635
Q3 2026
Peak value
$635
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $227 |
| Q4 2025 | $199 |
| Q1 2026 | $175 |
| Q2 2026 | $332 |
| Q3 2026 | $635 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $635 | 14 | — | — |
| Q2 2026 | $332 | 8 | — | — |
| Q1 2026 | $175 | 5 | — | — |
| Q4 2025 | $199 | 5 | — | — |
| Q3 2025 | $227 | 6 | — | — |