Position in CMRE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,149
-$388 QoQ
Shares Held
82
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 37 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMRE Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $38,884 across 7 Marine Shipping names. CMRE ranks #4 (3.0% of the industry book) .
All Filings in CMRE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149 | 82 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,537 | 91 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,436 | 91 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $976 | 82 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $72 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $629 | 64 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||