True Wealth Design’s HilleVax HLVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-147	Closed	-$293	–	2791
2025 Q2	$293	Buy	147 +134	+1,031%	+$245	﹤0.01%	1944
2025 Q1	$19	Buy	+13	New	+$24	﹤0.01%	2593

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

True Wealth Design sold out of HilleVax (HLVX) in Q3 2025, closing a stake of 147 shares — an estimated $293 sold.

True Wealth Design first reported a position in HLVX in Q1 2025 and held it in 2 quarters. The position peaked at $293 in Q2 2025. 1 fund tracked by Wall St. Rank holds HLVX as of Q3 2025.

True Wealth Design reported no remaining HilleVax position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 147 HilleVax shares in Q3 2025, an estimated $293.
True Wealth Design first reported a position in HilleVax in Q1 2025 and held it in 2 quarters.
True Wealth Design's HilleVax position peaked at $293 in Q2 2025.
1 fund tracked by Wall St. Rank held HilleVax as of Q3 2025.

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