TWD
ISTR icon

True Wealth Design’s Investar Holding Corp ISTR Stock Holding History

True Wealth Design’s Portfolio ISTR Stock Details ISTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$376 Buy
13
+10
+333% +$300 ﹤0.01% 2219
2026
Q2 		$90 Sell
3
-1
-25% -$29 ﹤0.01% 2550
2026
Q1 		$110 Hold
4
– – ﹤0.01% 2457
2025
Q4 		$107 Buy
4
+1
+33% +$25 ﹤0.01% 2330
2025
Q3 		$70 Buy
+3
New +$67 ﹤0.01% 2521

Other funds holding ISTR

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's ISTR Position: Q3 2026 in Review

True Wealth Design increased its Investar Holding Corp (ISTR) stake by 333% in Q3 2026, buying an estimated $300 and bringing the position to 13 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

True Wealth Design first reported a position in ISTR in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold ISTR as of Q3 2026.

  • True Wealth Design held 13 shares of Investar Holding Corp worth $376 as of Q3 2026.
  • True Wealth Design bought 10 Investar Holding Corp shares in Q3 2026, an estimated $300.
  • Investar Holding Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2219 holding.
  • True Wealth Design first reported a position in Investar Holding Corp in Q3 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held Investar Holding Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.