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True Wealth Design, LLC → NTB

True Wealth Design, LLC NTB Position History

The Bank of N.T. Butterfield & Son Limited

Quarters held
5
Latest value
$12K
Q3 2026
Peak value
$12K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8K
Q4 2025$11K
Q1 2026$11K
Q2 2026$12K
Q3 2026$12K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12K208——
Q2 2026$12K208——
Q1 2026$11K208——
Q4 2025$11K212——
Q3 2025$8K198——

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