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True Wealth Design, LLC → KRT

True Wealth Design, LLC KRT Position History

Karat Packaging Inc.

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

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$555
Q4 2025$520
Q1 2026$1K
Q2 2026$2K
Q3 2026$3K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3K66——
Q2 2026$2K66——
Q1 2026$1K41——
Q4 2025$52023——
Q3 2025$55522——

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