Bankwell Financial shares owned by True Wealth Design
Quarter-by-quarter ownership of Bankwell Financial (BWFG) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Bankwell Financial
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All positions including Bankwell Financial held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bankwell Financial by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $230 | 5 | 46.00 |
| 2025-09-30 | $177 | 4 | 44.25 |
| 2025-06-30 | $37 | 1 | 37.00 |
| 2025-03-31 | $61 | 2 | 30.50 |