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True Wealth Design, LLC

Position in TMCI — Treace Medical Concepts, Inc.

CIK 1966033 AKRON, OH

Position in TMCI

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$2,495
+$2,197 QoQ
Shares Held
627
+181.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 116 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TMCI Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

True Wealth Design, LLC holds $972,344 across 68 Medical Devices names. TMCI ranks #30 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in TMCI

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,495 627
2026-03-31 $298 223
2025-09-30 $301 45
2025-06-30 $52 9
2025-03-31 $218 26