Position in SCI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,291
-$111 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 544 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $112,096 across 5 Personal Services names. SCI ranks #4 (1.2% of the industry book) .
All Filings in SCI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291 | 17 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,402 | 17 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,027 | 26 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,412 | 41 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,628 | 20 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,523 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,436 | 18 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,341 | 17 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,209 | 17 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $964 | 13 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $479 | 7 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $399 | 7 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $452 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $481 | 7 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $483 | 7 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||