Back to TCBX
True Wealth Design, LLC → TCBX
True Wealth Design, LLC TCBX Position History
Third Coast Bancshares, Inc. • Banking
Quarters held
5
Latest value
$679
Q3 2026
Peak value
$679
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $342 |
| Q4 2025 | $343 |
| Q1 2026 | $341 |
| Q2 2026 | $364 |
| Q3 2026 | $679 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $679 | 16 | — | — |
| Q2 2026 | $364 | 9 | — | — |
| Q1 2026 | $341 | 9 | — | — |
| Q4 2025 | $343 | 9 | — | — |
| Q3 2025 | $342 | 9 | — | — |
Other funds holding TCBX
$17.4M
$17.4M
$13.4M
$9.4M
$7.5M
$6.7M
$6.1M