True Wealth Design’s Couchbase BASE Stock Holding History

True Wealth Design’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-360	Closed	-$8.78K	–	2729
2025 Q2	$8.78K	Buy	360 +171	+90%	+$3.11K	﹤0.01%	625
2025 Q1	$2.98K	Buy	189 +29	+18%	+$481	﹤0.01%	862
2024 Q4	$2.5K	Buy	160 +1	+0.6%	+$17	﹤0.01%	679
2024 Q3	$2.56K	Buy	+159	New	+$2.75K	﹤0.01%	719

Other funds holding BASE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

True Wealth Design's BASE Position: Q3 2025 in Review

True Wealth Design sold out of Couchbase (BASE) in Q3 2025, closing a stake of 360 shares — an estimated $8.78K sold.

True Wealth Design first reported a position in BASE in Q3 2024 and held it in 4 quarters. The position peaked at $8.78K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

True Wealth Design reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 360 Couchbase shares in Q3 2025, an estimated $8.78K.
True Wealth Design first reported a position in Couchbase in Q3 2024 and held it in 4 quarters.
True Wealth Design's Couchbase position peaked at $8.78K in Q2 2025.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.