Back to SPFI
True Wealth Design, LLC → SPFI
True Wealth Design, LLC SPFI Position History
South Plains Financial, Inc. • Banking
Quarters held
4
Latest value
$585
Q3 2026
Peak value
$585
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $272 |
| Q1 2026 | $294 |
| Q2 2026 | $259 |
| Q3 2026 | $585 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $585 | 14 | — | — |
| Q2 2026 | $259 | 6 | — | — |
| Q1 2026 | $294 | 7 | — | — |
| Q4 2025 | $272 | 7 | — | — |
Other funds holding SPFI
$22.8M
$22.8M
$16.3M
$14.9M
$14.3M
$13.9M