Position in P
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$63,819
-$24,741 QoQ
Shares Held
810
-46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#657
of 804 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $1,810,573 across 13 Computer Hardware names. P ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
875 | $558,880 | |
| 2 | STX |
Seagate Technology Holdings plc
|
414 | $399,510 | |
| 3 | SNDK |
Sandisk Corp
|
124 | $281,942 | |
| 4 | ANET |
Arista Networks, Inc.
|
1,358 | $230,697 | |
| 5 | DELL |
Dell Technologies Inc.
|
489 | $210,983 | |
| 6 | P |
Everpure, Inc.
This page
|
810 | $63,819 | |
| 7 | HPQ |
Hp Inc
|
1,492 | $32,734 | |
| 8 | LOGI |
Logitech International S.A.
|
199 | $18,713 |
All Filings in P
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,819 | 810 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $88,560 | 1,500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $65,133 | 972 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $80,206 | 957 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $31,553 | 548 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,825 | 109 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,573 | 107 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,074 | 101 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $642 | 10 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $415 | 8 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $106 | 3 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $106 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $73 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $51 | 2 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||