Position in WS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$158,228
+$13,368 QoQ
Shares Held
4,712
-1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#146
of 234 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026True Wealth Design, LLC holds $345,562 across 8 Steel names. WS ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WS |
Worthington Steel, Inc.
This page
|
4,712 | $158,228 | |
| 2 | STLD |
Steel Dynamics Inc
|
335 | $76,869 | |
| 3 | MT |
ArcelorMittal
|
1,034 | $62,267 | |
| 4 | NUE |
Nucor Corp
|
96 | $21,384 | |
| 5 | PKX |
Posco Holdings Inc.
|
324 | $16,647 | |
| 6 | RS |
Reliance, Inc.
|
17 | $6,351 | |
| 7 | CLF |
Cleveland-Cliffs Inc.
|
372 | $3,493 | |
| 8 | GGB |
Gerdau S.A.
|
80 | $323 |
All Filings in WS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,228 | 4,712 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $144,860 | 4,773 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $182,031 | 5,258 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $171,247 | 5,635 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $175,639 | 5,888 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $159,579 | 6,300 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||