True Wealth Design’s Picard Medical PMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-76	Closed	-$625	–	2828
2026 Q2	$625	Buy	76 +75	+7,500%	+$1.59K	﹤0.01%	2126
2026 Q1	$30	Buy	+1	New	+$72	﹤0.01%	2610

Other funds holding PMI

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design sold out of Picard Medical (PMI) in Q3 2026, closing a stake of 76 shares — an estimated $625 sold.

True Wealth Design first reported a position in PMI in Q1 2026 and held it in 2 quarters. The position peaked at $625 in Q2 2026. 2 funds tracked by Wall St. Rank hold PMI as of Q3 2026.

True Wealth Design reported no remaining Picard Medical position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 76 Picard Medical shares in Q3 2026, an estimated $625.
True Wealth Design first reported a position in Picard Medical in Q1 2026 and held it in 2 quarters.
True Wealth Design's Picard Medical position peaked at $625 in Q2 2026.
2 funds tracked by Wall St. Rank held Picard Medical as of Q3 2026.

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