Position in CCS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,721
-$356 QoQ
Shares Held
30
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CCS Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026True Wealth Design, LLC holds $17,579 across 4 Real Estate - Development names. CCS ranks #2 (9.8% of the industry book) .
All Filings in CCS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,721 | 30 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,077 | 35 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $8,808 | 139 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,829 | 68 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,166 | 77 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,328 | 59 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||