True Wealth Design’s Timberland Bancorp TSBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$402	Hold	9	–	–	﹤0.01%	2192
2026 Q2	$404	Buy	9 +1	+13%	+$41	﹤0.01%	2271
2026 Q1	$316	Hold	8	–	–	﹤0.01%	2203
2025 Q4	$287	Sell	8 -2	-20%	-$68	﹤0.01%	2135
2025 Q3	$333	Buy	10 +7	+233%	+$232	﹤0.01%	2148
2025 Q2	$94	Sell	3 -3	-50%	-$91	﹤0.01%	2252
2025 Q1	$181	Buy	+6	New	+$181	﹤0.01%	1995

Other funds holding TSBK

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

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

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

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

True Wealth Design held its Timberland Bancorp (TSBK) position steady in Q3 2026 at 9 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

True Wealth Design first reported a position in TSBK in Q1 2025 and has held it in 7 quarters since. The position peaked at $404 in Q2 2026. 10 funds tracked by Wall St. Rank hold TSBK as of Q3 2026.

True Wealth Design held 9 shares of Timberland Bancorp worth $402 as of Q3 2026.
True Wealth Design left its Timberland Bancorp share count unchanged in Q3 2026.
Timberland Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2192 holding.
True Wealth Design first reported a position in Timberland Bancorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Timberland Bancorp position peaked at $404 in Q2 2026.
10 funds tracked by Wall St. Rank held Timberland Bancorp as of Q3 2026.

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