Position in NE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$25,177
-$7,945 QoQ
Shares Held
675
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#291
of 370 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026True Wealth Design, LLC holds $59,225 across 7 Oil & Gas Drilling names. NE ranks #1 (42.5% of the industry book) .
All Filings in NE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,177 | 675 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $33,122 | 675 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,062 | 675 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $19,682 | 696 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,912 | 637 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $2,009 | 64 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||