Position in FCN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,195
-$21,148 QoQ
Shares Held
55
-66.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#324
of 373 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FCN Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $214,393 across 9 Consulting Services names. FCN ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
823 | $130,626 | |
| 2 | BAH |
Booz Allen Hamilton Holding Corp
|
592 | $35,916 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
140 | $25,134 | |
| 4 | ICFI |
ICF International, Inc.
|
128 | $9,326 | |
| 5 | FCN |
Fti Consulting, Inc
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|
55 | $8,195 | |
| 6 | CRAI |
Cra International, Inc.
|
27 | $3,842 | |
| 7 | FORR |
Forrester Research, Inc.
|
140 | $1,177 | |
| 8 | RGP |
Resources Connection, Inc.
|
39 | $165 |
All Filings in FCN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,195 | 55 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $29,343 | 166 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,004 | 41 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,454 | 9 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $323 | 2 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $12,423 | 65 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $37,774 | 166 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||