True Wealth Design’s Boston Omaha BOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$117	Hold	9	–	–	﹤0.01%	2422
2026 Q2	$123	Buy	9 +7	+350%	+$88	﹤0.01%	2521
2026 Q1	$24	Sell	2 -2	-50%	-$25	﹤0.01%	2630
2025 Q4	$50	Buy	+4	New	+$52	﹤0.01%	2415
2025 Q3	–	Sell	-11	Closed	-$155	–	2734
2025 Q2	$155	Hold	11	–	–	﹤0.01%	2137
2025 Q1	$161	Buy	+11	New	+$158	﹤0.01%	2036

Other funds holding BOC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

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

True Wealth Design held its Boston Omaha (BOC) position steady in Q3 2026 at 9 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

True Wealth Design first reported a position in BOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $161 in Q1 2025. 8 funds tracked by Wall St. Rank hold BOC as of Q3 2026.

True Wealth Design held 9 shares of Boston Omaha worth $117 as of Q3 2026.
True Wealth Design left its Boston Omaha share count unchanged in Q3 2026.
Boston Omaha made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2422 holding.
True Wealth Design first reported a position in Boston Omaha in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Boston Omaha position peaked at $161 in Q1 2025.
8 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2026.

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