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True Wealth Design, LLC → SWBI
True Wealth Design, LLC SWBI Position History
Smith & Wesson Brands, Inc.
Quarters held
5
Latest value
$493
Q3 2026
Peak value
$493
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $79 |
| Q4 2025 | $79 |
| Q1 2026 | $172 |
| Q2 2026 | $121 |
| Q3 2026 | $493 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $493 | 35 | — | — |
| Q2 2026 | $121 | 8 | — | — |
| Q1 2026 | $172 | 12 | — | — |
| Q4 2025 | $79 | 8 | — | — |
| Q3 2025 | $79 | 8 | — | — |