Back to FSUN
True Wealth Design, LLC → FSUN
True Wealth Design, LLC FSUN Position History
FirstSun Capital Bancorp • Banking
Quarters held
5
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $791 |
| Q1 2026 | $766 |
| Q2 2026 | $1K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 46 | — | — |
| Q2 2026 | $1K | 30 | — | — |
| Q1 2026 | $766 | 21 | — | — |
| Q4 2025 | $791 | 21 | — | — |
| Q3 2025 | $2K | 45 | — | — |