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True Wealth Design, LLC → ISTR
True Wealth Design, LLC ISTR Position History
Investar Holding Corporation • Financial Services
Quarters held
5
Latest value
$376
Q3 2026
Peak value
$376
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $70 |
| Q4 2025 | $107 |
| Q1 2026 | $110 |
| Q2 2026 | $90 |
| Q3 2026 | $376 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $376 | 13 | — | — |
| Q2 2026 | $90 | 3 | — | — |
| Q1 2026 | $110 | 4 | — | — |
| Q4 2025 | $107 | 4 | — | — |
| Q3 2025 | $70 | 3 | — | — |