Position in LPA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$749
+$746 QoQ
Shares Held
223
+22200.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 33 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPA Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Jun 30, 2026True Wealth Design, LLC holds $29,637 across 4 Real Estate - Development names. LPA ranks #4 (2.5% of the industry book) .
All Filings in LPA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749 | 223 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3 | 1 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13 | 3 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||