Back to PDLB
True Wealth Design, LLC → PDLB
True Wealth Design, LLC PDLB Position History
Ponce Financial Group, Inc.
Quarters held
5
Latest value
$160
Q3 2026
Peak value
$168
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $133 |
| Q4 2025 | $164 |
| Q1 2026 | $168 |
| Q2 2026 | $60 |
| Q3 2026 | $160 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $160 | 8 | — | — |
| Q2 2026 | $60 | 3 | — | — |
| Q1 2026 | $168 | 10 | — | — |
| Q4 2025 | $164 | 10 | — | — |
| Q3 2025 | $133 | 9 | — | — |
Other funds holding PDLB
$36.1M
$33.9M
$33.5M
$33.2M
$30.3M