Back to UPWK
True Wealth Design, LLC → UPWK
True Wealth Design, LLC UPWK Position History
Upwork Inc.
Quarters held
5
Latest value
$7K
Q3 2026
Peak value
$7K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q4 2025 | $4K |
| Q1 2026 | $1K |
| Q2 2026 | $7K |
| Q3 2026 | $7K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7K | 867 | — | — |
| Q2 2026 | $7K | 889 | — | — |
| Q1 2026 | $1K | 136 | — | — |
| Q4 2025 | $4K | 217 | — | — |
| Q3 2025 | $2K | 97 | — | — |
Other funds holding UPWK
$72.7M
$56.2M
$43.4M
$43.4M
$41.9M