Back to SMBK
True Wealth Design, LLC → SMBK
True Wealth Design, LLC SMBK Position History
SmartFinancial, 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 | $894 |
| Q4 2025 | $925 |
| Q1 2026 | $977 |
| Q2 2026 | $1K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 25 | — | — |
| Q2 2026 | $1K | 25 | — | — |
| Q1 2026 | $977 | 25 | — | — |
| Q4 2025 | $925 | 25 | — | — |
| Q3 2025 | $894 | 25 | — | — |
Other funds holding SMBK
$384.6M
$263.6M
$29.2M
$27.7M
$27.3M
$26.9M