Back to UNTY
True Wealth Design, LLC → UNTY
True Wealth Design, LLC UNTY Position History
Unity Bancorp, Inc. • Financial Services
Quarters held
5
Latest value
$380
Q3 2026
Peak value
$411
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $196 |
| Q4 2025 | $207 |
| Q1 2026 | $208 |
| Q2 2026 | $411 |
| Q3 2026 | $380 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $380 | 7 | — | — |
| Q2 2026 | $411 | 7 | — | — |
| Q1 2026 | $208 | 4 | — | — |
| Q4 2025 | $207 | 4 | — | — |
| Q3 2025 | $196 | 4 | — | — |
Other funds holding UNTY
$19.7M
$19.1M
$18.1M
$16.3M
$9.6M
$9.6M