Position in SE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,516
-$357 QoQ
Shares Held
68
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#674
of 767 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026True Wealth Design, LLC holds $1,148,408 across 16 Internet Retail names. SE ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
3,734 | $889,961 | |
| 2 | ETSY |
Etsy Inc
|
1,015 | $76,459 | |
| 3 | W |
Wayfair Inc.
|
626 | $57,854 | |
| 4 | EBAY |
Ebay Inc
|
392 | $43,806 | |
| 5 | DASH |
DoorDash, Inc.
|
176 | $32,477 | |
| 6 | MELI |
Mercadolibre Inc
|
8 | $13,579 | |
| 7 | BABA |
Alibaba Group Holding Ltd
|
84 | $8,062 | |
| 8 | SE |
Sea Ltd
This page
|
68 | $6,516 |
All Filings in SE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,516 | 68 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,873 | 83 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $127 | 1 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,540 | 31 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||