Back to SHBI
True Wealth Design, LLC → SHBI
True Wealth Design, LLC SHBI Position History
Shore Bancshares, Inc. • Financial Services
Quarters held
5
Latest value
$1K
Q3 2026
Peak value
$1K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1K |
| Q4 2025 | $991 |
| Q1 2026 | $1K |
| Q2 2026 | $1K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 56 | — | — |
| Q2 2026 | $1K | 56 | — | — |
| Q1 2026 | $1K | 56 | — | — |
| Q4 2025 | $991 | 56 | — | — |
| Q3 2025 | $1K | 69 | — | — |
Other funds holding SHBI
$27.7M
$26.8M
$25.9M
$23.6M
$23.6M
$22.2M