Position in DASH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$32,477
-$28,934 QoQ
Shares Held
176
-57.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#855
of 1,032 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DASH Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $1,148,408 across 16 Internet Retail names. DASH ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
3,734 | $889,961 | |
| 2 | ETSY |
Etsy Inc
|
1,015 | $76,459 | |
| 3 | W |
Wayfair Inc.
|
626 | $57,854 | |
| 4 | EBAY |
Ebay Inc
|
392 | $43,806 | |
| 5 | DASH |
DoorDash, Inc.
This page
|
176 | $32,477 | |
| 6 | MELI |
Mercadolibre Inc
|
8 | $13,579 | |
| 7 | BABA |
Alibaba Group Holding Ltd
|
84 | $8,062 | |
| 8 | SE |
Sea Ltd
|
68 | $6,516 |
All Filings in DASH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,477 | 176 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $61,411 | 409 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $50,505 | 223 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $181,689 | 668 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $191,291 | 776 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $109,479 | 599 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,846 | 166 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,554 | 137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $761 | 7 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $688 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $296 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $238 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76 | 1 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||