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True Wealth Design, LLC → NCNO

True Wealth Design, LLC NCNO Position History

nCino, Inc. • Technology

Quarters held
4
Latest value
$32K
Q3 2026
Peak value
$32K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$28
Q1 2026$6K
Q2 2026$30K
Q3 2026$32K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$32K1.8K——
Q2 2026$30K1.8K——
Q1 2026$6K431——
Q3 2025$281——

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