Position in ALTG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$789
+$559 QoQ
Shares Held
122
+183.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 131 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALTG Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $61,100 across 10 Rental & Leasing Services names. ALTG ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AER |
AerCap Holdings N.V.
|
156 | $22,741 | |
| 2 | URI |
United Rentals, Inc.
|
14 | $15,860 | |
| 3 | UHAL |
U-Haul Holding Co /NV/
|
193 | $12,629 | |
| 4 | R |
Ryder System Inc
|
18 | $4,747 | |
| 5 | PRG |
PROG Holdings, Inc.
|
46 | $2,144 | |
| 6 | CTOS |
Custom Truck One Source, Inc.
|
84 | $992 | |
| 7 | ALTG |
Alta Equipment Group Inc.
This page
|
122 | $789 | |
| 8 | HTZ |
Hertz Global Holdings, Inc
|
218 | $493 |
All Filings in ALTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789 | 122 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $230 | 43 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $78 | 17 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $123 | 17 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $107 | 17 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $905 | 193 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,962 | 300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $107 | 16 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||