Position in HAS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$41,790
-$6,601 QoQ
Shares Held
506
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#128
of 197 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HAS Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $135,719 across 14 Leisure names. HAS ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YETI |
YETI Holdings, Inc.
|
968 | $47,974 | |
| 2 | HAS |
Hasbro, Inc.
This page
|
506 | $41,790 | |
| 3 | PLNT |
Planet Fitness, Inc.
|
411 | $21,441 | |
| 4 | PTON |
Peloton Interactive, Inc.
|
1,892 | $11,181 | |
| 5 | FUN |
Six Flags Entertainment Corporation/NEW
|
138 | $2,939 | |
| 6 | LTH |
Life Time Group Holdings, Inc.
|
65 | $2,654 | |
| 7 | JOUT |
Johnson Outdoors Inc
|
56 | $2,578 | |
| 8 | CALY |
Callaway Golf Co
|
91 | $1,709 |
All Filings in HAS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,790 | 506 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $48,391 | 517 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $42,394 | 517 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $58,252 | 768 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,818 | 133 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $40,767 | 663 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $30,736 | 425 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $255 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $330 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $323 | 5 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $268 | 5 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $305 | 5 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||