Position in ASC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,099
-$452 QoQ
Shares Held
364
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 27 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASC Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $38,884 across 7 Marine Shipping names. ASC ranks #3 (13.1% of the industry book) .
All Filings in ASC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,099 | 364 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,551 | 364 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,854 | 364 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,403 | 371 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,910 | 199 | Shares | Sole | 2025-08-06 | |
| 2024-09-30 | $289 | 16 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||