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True Wealth Design, LLC → SCL

True Wealth Design, LLC SCL Position History

Stepan Company

Quarters held
5
Latest value
$6K
Q3 2026
Peak value
$6K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2K
Q4 2025$427
Q1 2026$2K
Q2 2026$5K
Q3 2026$6K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6K98——
Q2 2026$5K98——
Q1 2026$2K44——
Q4 2025$4279——
Q3 2025$2K42——

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