Position in TAP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$112,789
+$77,713 QoQ
Shares Held
2,895
+304.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#417
of 612 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $151,381 across 4 Beverages - Brewers names. TAP ranks #1 (74.5% of the industry book) .
All Filings in TAP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,789 | 2,895 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $35,076 | 716 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,111 | 411 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,951 | 58 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $192 | 4 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,821 | 419 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $68,540 | 1,197 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,240 | 1,034 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $489 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $508 | 8 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $526 | 8 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,266 | 46 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $616 | 8 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||