Position in VTOL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,933
+$777 QoQ
Shares Held
71
+54.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 222 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTOL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026True Wealth Design, LLC holds $586,384 across 20 Oil & Gas Equipment & Services names. VTOL ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
5,095 | $337,798 | |
| 2 | HAL |
Halliburton Co
|
3,391 | $115,124 | |
| 3 | BKR |
Baker Hughes Co
|
823 | $45,676 | |
| 4 | TS |
Tenaris SA
|
352 | $19,532 | |
| 5 | AROC |
Archrock, Inc.
|
375 | $15,266 | |
| 6 | OIS |
Oil States International, Inc
|
1,035 | $8,290 | |
| 7 | SLB |
Slb Limited/Nv
|
178 | $8,275 | |
| 8 | NESR |
National Energy Services Reunited Corp.
|
266 | $7,961 |
All Filings in VTOL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,933 | 71 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,156 | 46 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,684 | 46 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $865 | 24 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||