Position in BC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$28,012
+$4,998 QoQ
Shares Held
385
+24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BC Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026True Wealth Design, LLC holds $57,760 across 8 Recreational Vehicles names. BC ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
This page
|
385 | $28,012 | |
| 2 | PII |
Polaris Inc.
|
402 | $21,909 | |
| 3 | WGO |
Winnebago Industries Inc
|
192 | $5,950 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
31 | $626 | |
| 5 | MCFT |
MasterCraft Boat Holdings, Inc.
|
28 | $574 | |
| 6 | THO |
Thor Industries Inc
|
6 | $479 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
7 | $181 | |
| 8 | MPX |
Marine Products Group, LLC
|
4 | $29 |
All Filings in BC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||