True Wealth Design, LLC

Position in TPB — Turning Point Brands, Inc.

CIK 1966033 AKRON, OH

Position in TPB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,301

-$325 QoQ

Shares Held

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

Sep 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

True Wealth Design, LLC holds $260,100 across 5 Tobacco names. TPB ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	1,144	$189,148
2	BTI	British American Tobacco p.l.c.	600	$35,082
3	MO	Altria Group, Inc.	523	$34,512
4	TPB	Turning Point Brands, Inc. This page	15	$1,301
5	ISPR	Ispire Technology Inc.	31	$57

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,301	15	0.0%	Shares	Sole	2026-04-13
2025-12-31	$1,626	15	-21.1%	Shares	Sole	2026-01-08
2025-09-30	$1,878	19	+26.7%	Shares	Sole	2025-10-21
2025-06-30	$1,136	15	+150.0%	Shares	Sole	2025-08-06
2025-03-31	$356	6	-25.0%	Shares	Sole	2025-05-13
2024-12-31	$480	8	+100.0%	Shares	Sole	2025-02-14
2024-09-30	$172	4	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.