Back to PUKPF
True Wealth Design, LLC → PUKPF
True Wealth Design, LLC PUKPF Position History
Prudential plc • Financial Services
Quarters held
5
Latest value
$13K
Q3 2026
Peak value
$20K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q4 2025 | $11K |
| Q1 2026 | $20K |
| Q2 2026 | $10K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 519 | — | — |
| Q2 2026 | $10K | 377 | — | — |
| Q1 2026 | $20K | 694 | — | — |
| Q4 2025 | $11K | 338 | — | — |
| Q3 2025 | $8K | 277 | — | — |
Other funds holding PUKPF
$86.8M
$86.8M
$77.8M
$77.4M
$71M
$69.9M