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True Wealth Design, LLC WHG Position History
Westwood Holdings Group, Inc.
Quarters held
4
Latest value
$205
Q3 2026
Peak value
$205
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17 |
| Q1 2026 | $17 |
| Q2 2026 | $96 |
| Q3 2026 | $205 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $205 | 11 | — | — |
| Q2 2026 | $96 | 5 | — | — |
| Q1 2026 | $17 | 1 | — | — |
| Q3 2025 | $17 | 1 | — | — |