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True Wealth Design, LLC

Position in ERII — Energy Recovery, Inc.

CIK 1966033 AKRON, OH

Position in ERII

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$460
-$164 QoQ
Shares Held
51
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 39 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ERII Over Time

Shares Held

Position Value (USD)

Position in Pollution & Treatment Controls

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $29,516 across 5 Pollution & Treatment Controls names. ERII ranks #4 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 ERII
Energy Recovery, Inc.
This page
51 $460

All Filings in ERII

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $460 51
2026-03-31 $624 62
2024-12-31 $132 9
2024-09-30 $5,460 314