Position in ACCO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$894
-$837 QoQ
Shares Held
215
-62.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 198 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACCO Over Time
Shares Held
Position Value (USD)
Position in Business Equipment & Supplies
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $4,205 across 4 Business Equipment & Supplies names. ACCO ranks #2 (21.3% of the industry book) .
All Filings in ACCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894 | 215 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,731 | 577 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,681 | 719 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,572 | 1,146 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,585 | 443 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $444 | 106 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $320 | 61 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $333 | 61 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||