True Wealth Design’s Siebert Financial SIEB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2	Closed	-$4	–	2763
2026 Q2	$4	Sell	2 -2	-50%	-$4	﹤0.01%	2653
2026 Q1	$8	Buy	+4	New	+$10	﹤0.01%	2677

Other funds holding SIEB

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

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

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

True Wealth Design sold out of Siebert Financial (SIEB) in Q3 2026, closing a stake of 2 shares — an estimated $4 sold.

True Wealth Design first reported a position in SIEB in Q1 2026 and held it in 2 quarters. The position peaked at $8 in Q1 2026. 4 funds tracked by Wall St. Rank hold SIEB as of Q3 2026.

True Wealth Design reported no remaining Siebert Financial position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 2 Siebert Financial shares in Q3 2026, an estimated $4.
True Wealth Design first reported a position in Siebert Financial in Q1 2026 and held it in 2 quarters.
True Wealth Design's Siebert Financial position peaked at $8 in Q1 2026.
4 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2026.

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