Position in WEST
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,013
+$979 QoQ
Shares Held
125
+1462.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 147 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $612,675 across 32 Packaged Foods names. WEST ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
2,250 | $113,445 | |
| 2 | GIS |
General Mills Inc
|
2,936 | $102,172 | |
| 3 | SJM |
J M SMUCKER Co
|
568 | $63,900 | |
| 4 | CAG |
Conagra Brands Inc.
|
4,719 | $63,517 | |
| 5 | LW |
Lamb Weston Holdings, Inc.
|
1,144 | $49,397 | |
| 6 | DAR |
Darling Ingredients Inc.
|
899 | $49,103 | |
| 7 | KHC |
Kraft Heinz Co
|
1,815 | $42,870 | |
| 8 | CPB |
CAMPBELL'S Co
|
1,452 | $32,336 |
All Filings in WEST
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013 | 125 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $34 | 8 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $32 | 8 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $145 | 30 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $532 | 93 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||