Position in RTO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,547
-$1,521 QoQ
Shares Held
124
-23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#238
of 283 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $301,849 across 21 Specialty Business Services names. RTO ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARMK |
Aramark
|
1,368 | $77,839 | |
| 2 | CPRT |
Copart Inc
|
2,415 | $68,078 | |
| 3 | CTAS |
Cintas Corp
|
239 | $40,649 | |
| 4 | CMPR |
CIMPRESS plc
|
273 | $27,764 | |
| 5 | GPN |
Global Payments Inc
|
309 | $22,421 | |
| 6 | RELX |
Relx PLC
|
513 | $16,246 | |
| 7 | ABM |
Abm Industries Inc /De/
|
208 | $9,201 | |
| 8 | RBA |
Rb Global Inc.
|
57 | $6,637 |
All Filings in RTO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,547 | 124 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,068 | 161 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,770 | 128 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,979 | 118 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $336 | 14 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $366 | 16 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $329 | 13 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $249 | 10 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $326 | 11 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $271 | 9 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $143 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $185 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $156 | 4 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||