Back to NWFL
True Wealth Design, LLC → NWFL
True Wealth Design, LLC NWFL Position History
Norwood Financial Corp.
Quarters held
5
Latest value
$628
Q3 2026
Peak value
$628
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $356 |
| Q4 2025 | $393 |
| Q1 2026 | $412 |
| Q2 2026 | $547 |
| Q3 2026 | $628 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $628 | 19 | — | — |
| Q2 2026 | $547 | 17 | — | — |
| Q1 2026 | $412 | 14 | — | — |
| Q4 2025 | $393 | 14 | — | — |
| Q3 2025 | $356 | 14 | — | — |
Other funds holding NWFL
$11.6M
$10.9M
$10.5M
$10.1M
$9.8M