Position in KWR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,420
+$1,712 QoQ
Shares Held
53
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#259
of 312 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KWR Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $879,896 across 39 Specialty Chemicals names. KWR ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYB |
LyondellBasell Industries N.V.
|
2,170 | $114,250 | |
| 2 | LIN |
Linde PLC
|
172 | $89,257 | |
| 3 | IFF |
International Flavors & Fragrances Inc
|
1,117 | $88,488 | |
| 4 | DD |
DuPont de Nemours, Inc.
|
634 | $85,995 | |
| 5 | RPM |
Rpm International Inc/De/
|
653 | $72,580 | |
| 6 | ASH |
Ashland Inc.
|
899 | $59,235 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
470 | $41,642 | |
| 8 | ESI |
Element Solutions Inc
|
810 | $38,677 |
All Filings in KWR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,420 | 53 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,708 | 54 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,826 | 57 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,114 | 54 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,932 | 53 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,449 | 36 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||