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True Wealth Design, LLC → NEU

True Wealth Design, LLC NEU Position History

NewMarket Corporation • Basic Materials

Quarters held
5
Latest value
$33K
Q3 2026
Peak value
$33K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17K
Q4 2025$14K
Q1 2026$11K
Q2 2026$32K
Q3 2026$33K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$33K37——
Q2 2026$32K41——
Q1 2026$11K17——
Q4 2025$14K20——
Q3 2025$17K21——

Other funds holding NEU

Other True Wealth Design, LLC positions

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$29.6M
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NEE-PS

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$17M
NEE-PS

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$16.9M
NEE-PS

DIMENSIONAL ETF TRUST

$14.8M
True Wealth Design, LLC NEU Holdings: 13F Position History | Track13F