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True Wealth Design’s Hawthorn Bancshares HWBK Stock Holding History

True Wealth Design’s Portfolio HWBK Stock Details HWBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40 Buy
+1
New +$36 ﹤0.01% 2609
2025
Q4 		– Sell
-1
Closed -$32 – 2680
2025
Q3 		$32 Buy
+1
New +$30 ﹤0.01% 2625

Other funds holding HWBK

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's HWBK Position: Q2 2026 in Review

True Wealth Design opened a new position in Hawthorn Bancshares (HWBK) in Q2 2026: 1 share worth $40. The stake represents ﹤0.01% of the portfolio and ranks #2609 among its holdings. This is a return to the name: True Wealth Design previously reported a position in HWBK as recently as Q3 2025.

True Wealth Design first reported a position in HWBK in Q3 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold HWBK as of Q2 2026.

  • True Wealth Design held 1 share of Hawthorn Bancshares worth $40 as of Q2 2026.
  • Hawthorn Bancshares was a new True Wealth Design position in Q2 2026.
  • Hawthorn Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2609 holding.
  • True Wealth Design first reported a position in Hawthorn Bancshares in Q3 2025 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Hawthorn Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.