Position in ALTI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7
-$112 QoQ
Shares Held
2
-93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 75 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALTI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026True Wealth Design, LLC holds $875,870 across 40 Asset Management names. ALTI ranks #40 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 2,150 | $111,692 | |||
| 2 | BLK |
BlackRock, Inc.
|
110 | $105,771 | |
| 3 | AMP |
Ameriprise Financial Inc
|
220 | $100,927 | |
| 4 | IVZ |
Invesco Ltd.
|
3,175 | $83,788 | |
| 5 | NTRS |
Northern Trust Corp
|
472 | $82,052 | |
| 6 | PFG |
Principal Financial Group Inc
|
515 | $55,506 | |
| 7 | BX |
Blackstone Inc.
|
445 | $52,363 | |
| 8 | STT |
State Street Corp
|
303 | $51,388 |
All Filings in ALTI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7 | 2 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $119 | 33 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $153 | 33 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $163 | 46 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $282 | 68 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $27 | 9 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||