Position in FORR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,177
+$979 QoQ
Shares Held
140
+300.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 98 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORR 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. FORR ranks #7 (0.5% 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
|
55 | $8,195 | |
| 6 | CRAI |
Cra International, Inc.
|
27 | $3,842 | |
| 7 | FORR |
Forrester Research, Inc.
This page
|
140 | $1,177 | |
| 8 | RGP |
Resources Connection, Inc.
|
39 | $165 |
All Filings in FORR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177 | 140 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $198 | 35 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48 | 6 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,219 | 115 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,376 | 139 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $101 | 11 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,190 | 76 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||