Position in DOLE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,152
-$48 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 209 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOLE Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $134,940 across 5 Farm Products names. DOLE ranks #4 (0.9% of the industry book) .
All Filings in DOLE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152 | 84 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,200 | 84 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,259 | 84 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,317 | 98 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||