Waterstone Financial shares owned by True Wealth Design
Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Waterstone Financial
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Quarterly reported holdings in Waterstone Financial by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1k | 65 | 16.55 |
| 2025-09-30 | $983 | 63 | 15.60 |
| 2025-06-30 | $304 | 22 | 13.82 |
| 2025-03-31 | $1.4k | 102 | 13.45 |
| 2024-12-31 | $752 | 56 | 13.45 |