Back to SRCE
True Wealth Design, LLC → SRCE
True Wealth Design, LLC SRCE Position History
1st Source Corporation
Quarters held
7
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1K |
| Q3 2025 | $378 |
| Q4 2025 | $2K |
| Q4 2025 | $351 |
| Q1 2026 | $2K |
| Q2 2026 | $2K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 24 | — | — |
| Q2 2026 | $2K | 24 | — | — |
| Q1 2026 | $2K | 24 | — | — |
| Q4 2025 | $351 | 11 | — | — |
| Q4 2025 | $2K | 24 | — | — |
| Q3 2025 | $378 | 12 | — | — |
| Q3 2025 | $1K | 23 | — | — |
Other funds holding SRCE
$74.9M
$65.2M
$61.6M
$56.6M
$56.6M
$42.9M