Position in CIX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$24
+$1 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 44 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIX Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $51,186 across 7 Security & Protection Services names. CIX ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADT |
ADT Inc.
|
3,698 | $24,037 | |
| 2 | ALLE |
Allegion plc
|
96 | $13,487 | |
| 3 | MSA |
MSA Safety Inc
|
57 | $9,951 | |
| 4 | NSSC |
Napco Security Technologies, Inc
|
93 | $3,532 | |
| 5 | EVLV |
Evolv Technologies Holdings, Inc.
|
21 | $121 | |
| 6 | MG |
Mistras Group, Inc.
|
2 | $34 | |
| 7 | CIX |
Compx International Inc
This page
|
1 | $24 |
All Filings in CIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24 | 1 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $23 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $23 | 1 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $26 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $20 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||