Back to OVLY
True Wealth Design, LLC → OVLY
True Wealth Design, LLC OVLY Position History
Oak Valley Bancorp • Banking
Quarters held
5
Latest value
$236
Q3 2026
Peak value
$236
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $170 |
| Q4 2025 | $151 |
| Q1 2026 | $163 |
| Q2 2026 | $135 |
| Q3 2026 | $236 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236 | 7 | — | — |
| Q2 2026 | $135 | 4 | — | — |
| Q1 2026 | $163 | 5 | — | — |
| Q4 2025 | $151 | 5 | — | — |
| Q3 2025 | $170 | 6 | — | — |