Back to PWP
True Wealth Design, LLC PWP Position History
Perella Weinberg Partners • Financial Services
Quarters held
4
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $789 |
| Q4 2025 | $641 |
| Q1 2026 | $1K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 126 | — | — |
| Q1 2026 | $1K | 77 | — | — |
| Q4 2025 | $641 | 37 | — | — |
| Q3 2025 | $789 | 37 | — | — |
Other funds holding PWP
$113.4M
$65.8M
$63.9M
$55.7M
$55.3M
$37.5M