Position in SXC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,954
+$2,245 QoQ
Shares Held
367
+321.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 234 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SXC Over Time
Shares Held
Position Value (USD)
Position in Coking Coal
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $2,954 across 1 Coking Coal name. SXC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SXC |
SunCoke Energy, Inc.
This page
|
367 | $2,954 |
All Filings in SXC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,954 | 367 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $709 | 87 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $120 | 14 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $174 | 19 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||