Position in TUSK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$120
+$59 QoQ
Shares Held
37
+48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 94 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TUSK Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $245,914 across 13 Conglomerates names. TUSK ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
|
142 | $82,019 | |
| 2 | MMM |
3M Co
|
445 | $72,049 | |
| 3 | HON |
Honeywell International Inc
|
208 | $46,571 | |
| 4 | SEB |
Seaboard Corp /De/
|
4 | $17,857 | |
| 5 | DLX |
Deluxe Corp
|
523 | $12,489 | |
| 6 | GHC |
Graham Holdings Co
|
10 | $11,414 | |
| 7 | CODI |
Compass Diversified Holdings
|
169 | $1,801 | |
| 8 | TRC |
Tejon Ranch Co
|
34 | $635 |
All Filings in TUSK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120 | 37 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $61 | 25 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7 | 4 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18 | 8 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $33 | 12 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14 | 7 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||