Position in FND
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,625
+$6,815 QoQ
Shares Held
179
+138.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#375
of 463 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FND Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $161,109 across 4 Home Improvement Retail names. FND ranks #2 (6.6% of the industry book) .
All Filings in FND
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,625 | 179 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,810 | 75 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,861 | 47 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,781 | 187 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $379 | 5 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $885 | 11 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $697 | 7 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $745 | 6 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $695 | 7 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $648 | 5 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $334 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $415 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $294 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $208 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||