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True Wealth Design, LLC → PHAT
True Wealth Design, LLC PHAT Position History
Phathom Pharmaceuticals, Inc. • Healthcare
Quarters held
5
Latest value
$694
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1K |
| Q4 2025 | $2K |
| Q1 2026 | $978 |
| Q2 2026 | $955 |
| Q3 2026 | $694 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $694 | 95 | — | — |
| Q2 2026 | $955 | 88 | — | — |
| Q1 2026 | $978 | 88 | — | — |
| Q4 2025 | $2K | 95 | — | — |
| Q3 2025 | $1K | 88 | — | — |