Ownership history in True Wealth Design, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in GUARANTY BANCSHARES INC TEX (GNTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 16 | +2 | +14.3% | 0.00% | $780 | — |
| 2025 Q2 | ADDED | 14 | +6 | +75.0% | 0.00% | $595 | — |
| 2025 Q1 | INITIATED | 8 | — | — | 0.00% | $321 | — |
As of 2025 Q3 — sorted by position size