Position in BWMN
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$227
-$37 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWMN Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $1,450,218 across 31 Engineering & Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
398 | $788,816 | |
| 2 | MTZ |
Mastec Inc
|
460 | $191,387 | |
| 3 | EME |
EMCOR Group, Inc.
|
165 | $136,930 | |
| 4 | AGX |
Argan Inc
|
83 | $66,279 | |
| 5 | IESC |
IES Holdings, Inc.
|
118 | $43,344 | |
| 6 | APG |
APi Group Corp
|
782 | $33,117 | |
| 7 | FER |
Ferrovial N.V.
|
468 | $32,109 | |
| 8 | TTEK |
Tetra Tech Inc
|
712 | $20,569 |
All Filings in BWMN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227 | 8 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $264 | 8 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $338 | 8 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $230 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $174 | 8 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||