True Wealth Design, LLC

Position in VALE — Vale S.A.

CIK 1966033 AKRON, OH

Position in VALE

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

Position Value

$8,559

+$2,448 QoQ

Shares Held

538

+14.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

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

Basic Materials · as of Mar 31, 2026

True Wealth Design, LLC holds $172,801 across 12 Other Industrial Metals & Mining names. VALE ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BHP	BHP Group Ltd	1,089	$79,213
2	RIO	Rio Tinto PLC	615	$57,373
3	CRML	Critical Metals Corp.	1,759	$13,966
4	VALE	Vale S.A. This page	538	$8,559
5	MTRN	MATERION Corp	29	$4,194
6	LAR	Lithium Argentina AG	600	$4,008
7	LAC	Lithium Americas Corp.	600	$2,370
8	TECK	Teck Resources Ltd	45	$2,328

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,559	538	+14.7%	Shares	Sole	2026-04-13
2025-12-31	$6,111	469	0.0%	Shares	Sole	2026-01-08
2025-09-30	$5,093	469	+93.8%	Shares	Sole	2025-10-21
2025-06-30	$2,349	242	+3.4%	Shares	Sole	2025-08-06
2025-03-31	$2,335	234	+46.2%	Shares	Sole	2025-05-13
2024-12-31	$1,419	160	-24.9%	Shares	Sole	2025-02-14
2024-09-30	$2,487	213	-4.1%	Shares	Sole	2024-11-14
2024-06-30	$2,479	222	+27.6%	Shares	Sole	2024-08-14
2024-03-31	$2,121	174	+70.6%	Shares	Sole	2024-05-14
2023-12-31	$1,617	102	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,366	102	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,368	102	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,609	102	+7.4%	Shares	Sole	2023-05-12
2022-12-31	$1,612	95	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.