True Wealth Design, LLC
Holdings in PBFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $539 | 40 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $535 | 41 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $421 | 35 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $585 | 50 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $311 | 27 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $54 | 5 | Shares | Sole | 2024-11-14 |