Position in HTLD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$365
+$116 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#184
of 197 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $181,036 across 12 Trucking names. HTLD ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
291 | $63,030 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
465 | $36,209 | |
| 3 | SAIA |
Saia Inc
|
84 | $35,377 | |
| 4 | SNDR |
Schneider National, Inc.
|
695 | $25,388 | |
| 5 | RXO |
RXO, Inc.
|
318 | $8,773 | |
| 6 | XPO |
XPO, Inc.
|
24 | $4,926 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
19 | $2,727 | |
| 8 | MRTN |
Marten Transport Ltd
|
147 | $2,550 |
All Filings in HTLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365 | 24 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $249 | 24 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $216 | 24 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,500 | 179 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,637 | 421 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,936 | 210 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,098 | 187 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||