True Wealth Design, LLC

Position in CLDT — Chatham Lodging Trust

CIK 1966033 AKRON, OH

Position in CLDT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,865

+$693 QoQ

Shares Held

141

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#163

of 180 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

True Wealth Design, LLC holds $213,547 across 10 REIT - Hotel & Motel names. CLDT ranks #8 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HST	Host Hotels & Resorts, Inc.	5,182	$122,865
2	PK	Park Hotels & Resorts Inc.	3,160	$45,030
3	PEB	Pebblebrook Hotel Trust	1,094	$21,234
4	RLJ	RLJ Lodging Trust	734	$8,697
5	DRH	DiamondRock Hospitality Co	424	$5,164
6	INN	Summit Hotel Properties, Inc.	707	$4,956
7	XHR	Xenia Hotels & Resorts, Inc.	128	$2,606
8	CLDT	Chatham Lodging Trust This page	141	$1,865

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,865	141	-5.4%	Shares	Sole	2026-07-16
2026-03-31	$1,172	149	+17.3%	Shares	Sole	2026-04-13
2025-12-31	$864	127	-67.1%	Shares	Sole	2026-01-08
2025-09-30	$2,590	386	+45.1%	Shares	Sole	2025-10-21
2025-06-30	$1,854	266	+1562.5%	Shares	Sole	2025-08-06
2025-03-31	$114	16	-98.2%	Shares	Sole	2025-05-13
2024-09-30	$7,787	914	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$7,727	907	+0.8%	Shares	Sole	2024-08-14
2024-03-31	$9,099	900	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$9,583	894	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$8,498	888	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$8,255	882	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$9,189	876	+0.6%	Shares	Sole	2023-05-12
2022-12-31	$10,687	871	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.