Back to WLDN
True Wealth Design, LLC → WLDN
True Wealth Design, LLC WLDN Position History
Willdan Group, Inc. • Services
Quarters held
5
Latest value
$518
Q3 2026
Peak value
$726
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $677 |
| Q4 2025 | $726 |
| Q1 2026 | $536 |
| Q2 2026 | $554 |
| Q3 2026 | $518 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $518 | 7 | — | — |
| Q2 2026 | $554 | 7 | — | — |
| Q1 2026 | $536 | 7 | — | — |
| Q4 2025 | $726 | 7 | — | — |
| Q3 2025 | $677 | 7 | — | — |
Other funds holding WLDN
$29.2M
$27.7M
$27.1M
$26.7M
$26.7M