True Wealth Design, LLC

Position in AMG — Affiliated Managers Group, Inc.

CIK 1966033 AKRON, OH

Position in AMG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$7,783

+$1,419 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#492

of 562 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

True Wealth Design, LLC holds $875,870 across 40 Asset Management names. AMG ranks #17 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,783	23	0.0%	Shares	Sole	2026-07-16
2026-03-31	$6,364	23	+4.5%	Shares	Sole	2026-04-13
2025-12-31	$6,342	22	-4.3%	Shares	Sole	2026-01-08
2025-09-30	$5,483	23	+130.0%	Shares	Sole	2025-10-21
2025-06-30	$1,967	10	+233.3%	Shares	Sole	2025-08-06
2025-03-31	$504	3	-85.7%	Shares	Sole	2025-05-13
2024-09-30	$3,733	21	-99.6%	Shares	Sole	2024-11-14
2024-06-30	$845,829	5,414	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$902,663	5,390	-2.6%	Shares	Sole	2024-05-14
2023-12-31	$837,655	5,532	+7.8%	Shares	Sole	2024-02-14
2023-09-30	$669,165	5,134	+3.6%	Shares	Sole	2023-11-13
2023-06-30	$743,004	4,957	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$698,997	4,908	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$761,889	4,809	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.