Ownership history in True Wealth Design, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in PROVIDENT BANCORP INC (PVBC). 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 | REDUCED | 4 | -8 | -66.7% | 0.00% | $51 | — |
| 2025 Q1 | INITIATED | 12 | — | — | 0.00% | $138 | — |