Position in MMM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$72,049
-$45,151 QoQ
Shares Held
445
-44.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#336
of 380 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $252,326 across 14 Conglomerates names. MMM ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
|
142 | $82,019 | |
| 2 | MMM |
3M Co
This page
|
445 | $72,049 | |
| 3 | HON |
Honeywell International Inc
|
208 | $46,571 | |
| 4 | SEB |
Seaboard Corp /De/
|
4 | $17,857 | |
| 5 | DLX |
Deluxe Corp
|
523 | $12,489 | |
| 6 | GHC |
Graham Holdings Co
|
10 | $11,414 | |
| 7 | TTI |
Tetra Technologies Inc
|
566 | $6,412 | |
| 8 | CODI |
Compass Diversified Holdings
|
169 | $1,801 |
All Filings in MMM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,049 | 445 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $117,200 | 807 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $114,951 | 718 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $104,901 | 676 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $81,600 | 536 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $70,786 | 482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,961 | 449 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,103 | 308 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,226 | 12 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,685 | 19 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,005 | 11 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $861 | 11 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $920 | 11 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $966 | 11 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,102 | 11 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||