True Wealth Design, LLC

Position in KR — Kroger Co

CIK 1966033 AKRON, OH

Position in KR

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

Position Value

$10,939

-$1,217 QoQ

Shares Held

197

+17.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,197

of 1,308 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

True Wealth Design, LLC holds $41,819 across 6 Grocery Stores names. KR ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFM	Sprouts Farmers Market, Inc.	205	$17,338
2	KR	Kroger Co This page	197	$10,939
3	GO	Grocery Outlet Holding Corp.	931	$9,291
4	DNUT	Krispy Kreme, Inc.	1,028	$3,628
5	ACI	Albertsons Companies, Inc.	43	$581
6	VLGEA	Village Super Market Inc	1	$42

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,939	197	+17.3%	Shares	Sole	2026-07-16
2026-03-31	$12,156	168	-19.2%	Shares	Sole	2026-04-13
2025-12-31	$12,995	208	-31.8%	Shares	Sole	2026-01-08
2025-09-30	$20,560	305	+86.0%	Shares	Sole	2025-10-21
2025-06-30	$11,763	164	+20.6%	Shares	Sole	2025-08-06
2025-03-31	$9,205	136	+106.1%	Shares	Sole	2025-05-13
2024-12-31	$4,035	66	-49.6%	Shares	Sole	2025-02-14
2024-09-30	$7,506	131	-99.2%	Shares	Sole	2024-11-14
2024-06-30	$835,229	16,728	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$961,897	16,837	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$779,035	17,043	+2.1%	Shares	Sole	2024-02-14
2023-09-30	$747,325	16,700	-2.0%	Shares	Sole	2023-11-13
2023-06-30	$800,739	17,037	-1.8%	Shares	Sole	2023-08-14
2023-03-31	$856,668	17,352	+9.2%	Shares	Sole	2023-05-12
2022-12-31	$708,242	15,887	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.