True Wealth Design, LLC
Position in BFAM — Bright Horizons Family Solutions Inc.
CIK 1966033
AKRON, OH
Position in BFAM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,398
-$27,290 QoQ
Shares Held
316
-47.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#303
of 384 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFAM Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $112,096 across 5 Personal Services names. BFAM ranks #2 (20.0% of the industry book) .
All Filings in BFAM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,398 | 316 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $49,688 | 605 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $55,465 | 547 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,891 | 174 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,931 | 137 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $41,923 | 330 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,870 | 71 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,325 | 352 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||