Back to FWRG
True Wealth Design, LLC → FWRG
True Wealth Design, LLC FWRG Position History
First Watch Restaurant Group, Inc. • Consumer Cyclical
Quarters held
3
Latest value
$9K
Q3 2026
Peak value
$9K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $453 |
| Q2 2026 | $6K |
| Q3 2026 | $9K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9K | 910 | — | — |
| Q2 2026 | $6K | 499 | — | — |
| Q4 2025 | $453 | 30 | — | — |