Position in NC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$100
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 18 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Thermal Coal
Energy · as of Jun 30, 2026True Wealth Design, LLC holds $6,380 across 3 Thermal Coal names. NC ranks #3 (1.6% of the industry book) .
All Filings in NC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100 | 2 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||