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True Wealth Design, LLC → REFI
True Wealth Design, LLC REFI Position History
Chicago Atlantic Real Estate Finance, Inc. • Financial Services
Quarters held
5
Latest value
$391
Q3 2026
Peak value
$536
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $205 |
| Q4 2025 | $13 |
| Q1 2026 | $23 |
| Q2 2026 | $536 |
| Q3 2026 | $391 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $391 | 39 | — | — |
| Q2 2026 | $536 | 50 | — | — |
| Q1 2026 | $23 | 2 | — | — |
| Q4 2025 | $13 | 1 | — | — |
| Q3 2025 | $205 | 16 | — | — |
Other funds holding REFI
$13.5M
$13.2M
$13.1M
$12.7M
$10.6M
$10.1M
$8.5M