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True Wealth Design, LLC → XERS
True Wealth Design, LLC XERS Position History
Xeris Biopharma Holdings, Inc. • Healthcare
Quarters held
5
Latest value
$11K
Q3 2026
Peak value
$11K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8K |
| Q4 2025 | $8K |
| Q1 2026 | $6K |
| Q2 2026 | $9K |
| Q3 2026 | $11K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11K | 1.1K | — | — |
| Q2 2026 | $9K | 1.1K | — | — |
| Q1 2026 | $6K | 1.0K | — | — |
| Q4 2025 | $8K | 1.0K | — | — |
| Q3 2025 | $8K | 1.0K | — | — |