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True Wealth Design, LLC → PLBC

True Wealth Design, LLC PLBC Position History

Plumas Bancorp • Financial Services

Quarters held
5
Latest value
$307
Q3 2026
Peak value
$307
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$259
Q4 2025$224
Q1 2026$245
Q2 2026$293
Q3 2026$307

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3075——
Q2 2026$2935——
Q1 2026$2455——
Q4 2025$2245——
Q3 2025$2596——

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