Position in RLGT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$160
-$9 QoQ
Shares Held
17
-29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 123 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RLGT Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $1,012,386 across 13 Integrated Freight & Logistics names. RLGT ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
1,707 | $494,057 | |
| 2 | FDX |
Fedex Corp
|
637 | $199,463 | |
| 3 | UPS |
United Parcel Service Inc
|
1,855 | $199,412 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
312 | $47,112 | |
| 5 | LSTR |
Landstar System Inc
|
213 | $44,050 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
78 | $12,712 | |
| 7 | CHRW |
C. H. Robinson Worldwide, Inc.
|
35 | $6,591 | |
| 8 | ZTO |
ZTO Express (Cayman) Inc.
|
204 | $4,565 |
All Filings in RLGT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160 | 17 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $169 | 24 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $44 | 7 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $82 | 14 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $133 | 22 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $92 | 15 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||