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True Wealth Design, LLC → HTB

True Wealth Design, LLC HTB Position History

HomeTrust Bancshares, Inc. • Banking

Quarters held
5
Latest value
$779
Q3 2026
Peak value
$849
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$696
Q4 2025$730
Q1 2026$726
Q2 2026$849
Q3 2026$779

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$77917——
Q2 2026$84917——
Q1 2026$72617——
Q4 2025$73017——
Q3 2025$69617——

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