Position in NVRI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$745
+$65 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVRI Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $388,116 across 5 Waste Management names.
All Filings in NVRI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $745 | 38 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $680 | 38 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $482 | 38 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $329 | 38 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $352 | 53 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||