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True Wealth Design, LLC → FRST
True Wealth Design, LLC FRST Position History
Primis Financial Corp. • Financial Services
Quarters held
5
Latest value
$535
Q3 2026
Peak value
$535
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $389 |
| Q4 2025 | $473 |
| Q1 2026 | $452 |
| Q2 2026 | $410 |
| Q3 2026 | $535 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $535 | 35 | — | — |
| Q2 2026 | $410 | 25 | — | — |
| Q1 2026 | $452 | 34 | — | — |
| Q4 2025 | $473 | 34 | — | — |
| Q3 2025 | $389 | 37 | — | — |