True Wealth Design, LLC

Position in KEX — Kirby Corp

CIK 1966033 AKRON, OH

Position in KEX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$24,610

+$15,575 QoQ

Shares Held

181

+166.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#72

of 108 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $38,884 across 7 Marine Shipping names. KEX ranks #1 (63.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEX	Kirby Corp This page	181	$24,610
2	MATX	Matson, Inc.	31	$5,959
3	ASC	Ardmore Shipping Corp	364	$5,099
4	CMRE	Costamare Inc.	82	$1,149
5	HSHP	Himalaya Shipping Ltd.	70	$935
6	SFL	SFL Corp Ltd.	81	$826
7	SMHI	SEACOR Marine Holdings Inc.	40	$306

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,610	181	+166.2%	Shares	Sole	2026-07-16
2026-03-31	$9,035	68	+142.9%	Shares	Sole	2026-04-13
2025-12-31	$3,085	28	-76.7%	Shares	Sole	2026-01-08
2025-09-30	$10,014	120	-67.9%	Shares	Sole	2025-10-21
2025-06-30	$42,415	374	+466.7%	Shares	Sole	2025-08-06
2025-03-31	$6,666	66	+288.2%	Shares	Sole	2025-05-13
2024-12-31	$1,798	17	-80.2%	Shares	Sole	2025-02-14
2024-09-30	$10,528	86	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.