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True Wealth Design, LLC

Position in ULH — Universal Logistics Holdings, Inc.

CIK 1966033 AKRON, OH

Position in ULH

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$14
-$32 QoQ
Shares Held
1
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 22 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ULH Over Time

Shares Held

Position Value (USD)

Position in Trucking

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $181,036 across 12 Trucking names. ULH ranks #12 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ULH

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14 1
2025-09-30 $46 2
2025-06-30 $76 3
2025-03-31 $367 14