Position in RS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,351
+$2,401 QoQ
Shares Held
17
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#620
of 679 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $345,562 across 8 Steel names. RS ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WS |
Worthington Steel, Inc.
|
4,712 | $158,228 | |
| 2 | STLD |
Steel Dynamics Inc
|
335 | $76,869 | |
| 3 | MT |
ArcelorMittal
|
1,034 | $62,267 | |
| 4 | NUE |
Nucor Corp
|
96 | $21,384 | |
| 5 | PKX |
Posco Holdings Inc.
|
324 | $16,647 | |
| 6 | RS |
Reliance, Inc.
This page
|
17 | $6,351 | |
| 7 | CLF |
Cleveland-Cliffs Inc.
|
372 | $3,493 | |
| 8 | GGB |
Gerdau S.A.
|
80 | $323 |
All Filings in RS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,351 | 17 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,950 | 13 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,466 | 12 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,931 | 14 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,511 | 8 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,310 | 8 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,346 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,446 | 5 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,428 | 5 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,336 | 4 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $559 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $524 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $543 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $256 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $202 | 1 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||