Back to HLIT

True Wealth Design, LLC → HLIT

True Wealth Design, LLC HLIT Position History

Harmonic Inc.

Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$5K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2K
Q4 2025$3K
Q1 2026$3K
Q2 2026$5K
Q3 2026$3K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3K301——
Q2 2026$5K301——
Q1 2026$3K301——
Q4 2025$3K332——
Q3 2025$2K178——

Other funds holding HLIT

Other True Wealth Design, LLC positions

COST

DIMENSIONAL ETF TRUST

$29.6M
COST

DIMENSIONAL ETF TRUST

$29.4M
COST

DIMENSIONAL ETF TRUST

$25.1M
COST

DIMENSIONAL ETF TRUST

$23.8M
COST

DIMENSIONAL ETF TRUST

$23.6M
NEE-PS

DIMENSIONAL ETF TRUST

$17M
NEE-PS

DIMENSIONAL ETF TRUST

$16.9M
NEE-PS

DIMENSIONAL ETF TRUST

$14.8M