Position in REAL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,331
+$5,923 QoQ
Shares Held
537
+1093.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 249 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REAL Over Time
Shares Held
Position Value (USD)
Position in Luxury Goods
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $349,289 across 5 Luxury Goods names. REAL ranks #4 (1.8% of the industry book) .
All Filings in REAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,331 | 537 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $408 | 45 | Shares | Sole | 2026-04-13 | |
| 2025-03-31 | $4,085 | 758 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $306 | 28 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||