Position in TK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$598
+$156 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TK Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026True Wealth Design, LLC holds $314,469 across 22 Oil & Gas Midstream names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
2,501 | $79,956 | |
| 2 | WMB |
Williams Companies, Inc.
|
998 | $74,191 | |
| 3 | STNG |
Scorpio Tankers Inc.
|
417 | $28,881 | |
| 4 | LPG |
Dorian Lpg Ltd.
|
546 | $18,989 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
79 | $18,881 | |
| 6 | TNK |
Teekay Tankers Ltd.
|
234 | $15,179 | |
| 7 | ENB |
Enbridge Inc
|
262 | $14,203 | |
| 8 | PBA |
Pembina Pipeline Corp
|
255 | $11,793 |
All Filings in TK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $598 | 49 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $442 | 49 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $335 | 41 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $338 | 41 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $269 | 41 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41 | 6 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||