Position in BUD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$27,192
+$6,104 QoQ
Shares Held
330
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#475
of 610 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUD Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $151,381 across 4 Beverages - Brewers names. BUD ranks #2 (18.0% of the industry book) .
All Filings in BUD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,192 | 330 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $21,088 | 304 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,359 | 193 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,186 | 87 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||