Position in ASH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$59,235
-$2,325 QoQ
Shares Held
899
-18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#258
of 353 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASH Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $879,896 across 39 Specialty Chemicals names. ASH ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYB |
LyondellBasell Industries N.V.
|
2,170 | $114,250 | |
| 2 | LIN |
Linde PLC
|
172 | $89,257 | |
| 3 | IFF |
International Flavors & Fragrances Inc
|
1,117 | $88,488 | |
| 4 | DD |
DuPont de Nemours, Inc.
|
634 | $85,995 | |
| 5 | RPM |
Rpm International Inc/De/
|
653 | $72,580 | |
| 6 | ASH |
Ashland Inc.
This page
|
899 | $59,235 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
470 | $41,642 | |
| 8 | ESI |
Element Solutions Inc
|
810 | $38,677 |
All Filings in ASH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,235 | 899 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $61,560 | 1,107 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $69,523 | 1,185 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $68,607 | 1,432 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $76,224 | 1,516 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,193 | 37 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,501 | 49 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,826 | 67 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||