Back to MORN
True Wealth Design, LLC → MORN
True Wealth Design, LLC MORN Position History
Morningstar, Inc. • Financial Services
Quarters held
5
Latest value
$47K
Q3 2026
Peak value
$49K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18K |
| Q4 2025 | $37K |
| Q1 2026 | $16K |
| Q2 2026 | $49K |
| Q3 2026 | $47K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $47K | 247 | — | — |
| Q2 2026 | $49K | 312 | — | — |
| Q1 2026 | $16K | 97 | — | — |
| Q4 2025 | $37K | 172 | — | — |
| Q3 2025 | $18K | 78 | — | — |
Other funds holding MORN
$545.9M
$449.3M
$388.4M
$364.8M
$279.4M
$245.5M
$244.3M
$231.7M