True Wealth Design’s Piper Sandler PIPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$264	Hold	4	–	–	﹤0.01%	2295
2026 Q2	$290	Sell	4 -8	-67%	-$649	﹤0.01%	2364
2026 Q1	$919	Hold	12	–	–	﹤0.01%	1831
2025 Q4	$1.02K	Hold	12	–	–	﹤0.01%	1695
2025 Q3	$1.04K	Hold	12	–	–	﹤0.01%	1730
2025 Q2	$834	Hold	12	–	–	﹤0.01%	1538
2025 Q1	$743	Buy	+12	New	+$859	﹤0.01%	1390

Other funds holding PIPR

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

True Wealth Design held its Piper Sandler (PIPR) position steady in Q3 2026 at 4 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

True Wealth Design first reported a position in PIPR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.04K in Q3 2025. 35 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

True Wealth Design held 4 shares of Piper Sandler worth $264 as of Q3 2026.
True Wealth Design left its Piper Sandler share count unchanged in Q3 2026.
Piper Sandler made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2295 holding.
True Wealth Design first reported a position in Piper Sandler in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Piper Sandler position peaked at $1.04K in Q3 2025.
35 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

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