Back to HLLY
True Wealth Design, LLC → HLLY
True Wealth Design, LLC HLLY Position History
Holley Inc. • Manufacturing
Quarters held
8
Latest value
$194
Q3 2026
Peak value
$25K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $5K |
| Q4 2025 | $2K |
| Q4 2025 | $15K |
| Q1 2026 | $2K |
| Q1 2026 | $25K |
| Q2 2026 | $1K |
| Q3 2026 | $194 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $194 | 82 | — | — |
| Q2 2026 | $1K | 399 | — | — |
| Q1 2026 | $25K | 331 | — | — |
| Q1 2026 | $2K | 644 | — | — |
| Q4 2025 | $15K | 202 | — | — |
| Q4 2025 | $2K | 522 | — | — |
| Q3 2025 | $5K | 75 | — | — |
| Q3 2025 | $2K | 516 | — | — |
Other funds holding HLLY
$755.2M
$740.8M
$625.7M
$427.2M
$193.4M
$189.8M