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True Wealth Design, LLC

Position in FIX — Comfort Systems USA Inc

CIK 1966033 AKRON, OH

Position in FIX

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$616,408
+$222,560 QoQ
Shares Held
447
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in FIX Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

True Wealth Design, LLC holds $1,176,558 across 32 Engineering & Construction names. FIX ranks #1 (52.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FIX
Comfort Systems USA Inc
This page
447 $616,408

All Filings in FIX

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $616,408 447
2025-12-31 $393,848 422
2025-09-30 $390,310 473
2025-06-30 $206,440 385
2025-03-31 $87,996 273
2024-12-31 $66,153 156
2024-09-30 $53,477 137
2023-03-31 $583 4