True Wealth Design, LLC

Position in MED — Medifast Inc

CIK 1966033 AKRON, OH

Position in MED

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

Position Value

$954

+$476 QoQ

Shares Held

+91.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#92

of 111 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

True Wealth Design, LLC holds $112,096 across 5 Personal Services names. MED ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc	1,959	$74,598
2	BFAM	Bright Horizons Family Solutions Inc.	316	$22,398
3	ROL	Rollins Inc	308	$12,855
4	SCI	Service Corp International	17	$1,291
5	MED	Medifast Inc This page	90	$954

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$954	90	+91.5%	Shares	Sole	2026-07-16
2026-03-31	$478	47	+56.7%	Shares	Sole	2026-04-13
2025-12-31	$320	30	-81.2%	Shares	Sole	2026-01-08
2025-09-30	$2,187	160	+226.5%	Shares	Sole	2025-10-21
2025-06-30	$688	49	+22.5%	Shares	Sole	2025-08-06
2025-03-31	$539	40	-65.2%	Shares	Sole	2025-05-13
2024-12-31	$2,026	115	-59.4%	Shares	Sole	2025-02-14
2024-09-30	$5,416	283	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.