Position in GPN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$22,421
-$12,238 QoQ
Shares Held
309
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#648
of 786 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GPN Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $301,849 across 21 Specialty Business Services names. GPN ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARMK |
Aramark
|
1,368 | $77,839 | |
| 2 | CPRT |
Copart Inc
|
2,415 | $68,078 | |
| 3 | CTAS |
Cintas Corp
|
239 | $40,649 | |
| 4 | CMPR |
CIMPRESS plc
|
273 | $27,764 | |
| 5 | GPN |
Global Payments Inc
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|
309 | $22,421 | |
| 6 | RELX |
Relx PLC
|
513 | $16,246 | |
| 7 | ABM |
Abm Industries Inc /De/
|
208 | $9,201 | |
| 8 | RBA |
Rb Global Inc.
|
57 | $6,637 |
All Filings in GPN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,421 | 309 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $34,659 | 515 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,359 | 431 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,628 | 152 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,001 | 25 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,278 | 299 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $39,557 | 353 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $397 | 4 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||