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True Wealth Design, LLC → PMTS
True Wealth Design, LLC PMTS Position History
CPI Card Group Inc.
Quarters held
4
Latest value
$515
Q3 2026
Peak value
$515
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $147 |
| Q1 2026 | $247 |
| Q2 2026 | $395 |
| Q3 2026 | $515 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $515 | 21 | — | — |
| Q2 2026 | $395 | 19 | — | — |
| Q1 2026 | $247 | 17 | — | — |
| Q4 2025 | $147 | 10 | — | — |