Position in MATX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,959
+$877 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 113 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MATX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $38,884 across 7 Marine Shipping names. MATX ranks #2 (15.3% of the industry book) .
All Filings in MATX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,959 | 31 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,082 | 31 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,830 | 31 | Shares | Sole | 2026-01-08 | |
| 2025-06-30 | $1,781 | 16 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,307 | 18 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,292 | 17 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,424 | 17 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||