True Wealth Design’s Weave Communications WEAV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.61K	Sell	624 -269	-30%	-$1.85K	﹤0.01%	1371
2026 Q2	$5.35K	Buy	893 +706	+378%	+$3.85K	﹤0.01%	1298
2026 Q1	$864	Buy	+187	New	+$1.09K	﹤0.01%	1860
2025 Q3	–	Sell	-24	Closed	-$200	–	2900
2025 Q2	$200	Sell	24 -188	-89%	-$1.82K	﹤0.01%	2073
2025 Q1	$2.35K	Buy	212 +17	+9%	+$244	﹤0.01%	951
2024 Q4	$3.1K	Hold	195	–	–	﹤0.01%	635
2024 Q3	$2.5K	Buy	+195	New	+$2.06K	﹤0.01%	728

Other funds holding WEAV

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

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

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 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

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

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

FFO

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

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

True Wealth Design reduced its Weave Communications (WEAV) stake by 30% in Q3 2026, selling an estimated $1.85K and leaving 624 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

True Wealth Design first reported a position in WEAV in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.35K in Q2 2026. 14 funds tracked by Wall St. Rank hold WEAV as of Q3 2026.

True Wealth Design held 624 shares of Weave Communications worth $4.61K as of Q3 2026.
True Wealth Design sold 269 Weave Communications shares in Q3 2026, an estimated $1.85K.
Weave Communications made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1371 holding.
True Wealth Design first reported a position in Weave Communications in Q3 2024 and has held it in 7 quarters since.
True Wealth Design's Weave Communications position peaked at $5.35K in Q2 2026.
14 funds tracked by Wall St. Rank held Weave Communications as of Q3 2026.

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