Position in ACTG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$228
+$219 QoQ
Shares Held
49
+2350.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#114
of 122 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACTG 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. ACTG ranks #4 (5.4% of the industry book) .
All Filings in ACTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228 | 49 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9 | 2 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7 | 2 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||