Back to SMPL
True Wealth Design, LLC → SMPL
True Wealth Design, LLC SMPL Position History
The Simply Good Foods Company • Consumer Defensive
Quarters held
4
Latest value
$3K
Q3 2026
Peak value
$4K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $298 |
| Q1 2026 | $790 |
| Q2 2026 | $4K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 277 | — | — |
| Q2 2026 | $4K | 312 | — | — |
| Q1 2026 | $790 | 55 | — | — |
| Q3 2025 | $298 | 12 | — | — |
Other funds holding SMPL
$368.7M
$353.6M
$352M
$323M
$239.6M
$198.1M
$147.5M