Position in BC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$31,421
+$3,409 QoQ
Shares Held
373
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#359
of 472 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BC Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $74,058 across 6 Recreational Vehicles names. BC ranks #2 (42.4% of the industry book) .
All Filings in BC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,421 | 373 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $28,012 | 385 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,014 | 310 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $14,229 | 225 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,419 | 80 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $430 | 8 | Shares | Sole | 2025-05-13 | |
| 2023-03-31 | $1,640 | 20 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||