True Wealth Design’s a.k.a. Brands AKA Stock Holding History

True Wealth Design’s Portfolio AKA Stock Details AKA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1	Closed	-$11	–	2593
2026 Q2	$11	Sell	1 -1	-50%	-$10	﹤0.01%	2639
2026 Q1	$21	Hold	2	–	–	﹤0.01%	2637
2025 Q4	$22	Hold	2	–	–	﹤0.01%	2478
2025 Q3	$20	Hold	2	–	–	﹤0.01%	2658
2025 Q2	$21	Hold	2	–	–	﹤0.01%	2504
2025 Q1	$27	Buy	+2	New	+$31	﹤0.01%	2525

Other funds holding AKA

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

True Wealth Design's AKA Position: Q3 2026 in Review

True Wealth Design sold out of a.k.a. Brands (AKA) in Q3 2026, closing a stake of 1 share — an estimated $11 sold.

True Wealth Design first reported a position in AKA in Q1 2025 and held it in 6 quarters. The position peaked at $27 in Q1 2025. 4 funds tracked by Wall St. Rank hold AKA as of Q3 2026.

True Wealth Design reported no remaining a.k.a. Brands position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 1 a.k.a. Brands share in Q3 2026, an estimated $11.
True Wealth Design first reported a position in a.k.a. Brands in Q1 2025 and held it in 6 quarters.
True Wealth Design's a.k.a. Brands position peaked at $27 in Q1 2025.
4 funds tracked by Wall St. Rank held a.k.a. Brands as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.