True Wealth Design’s Commerce.com Inc Series 1 CMRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-511	Closed	-$1.51K	–	2610
2026 Q2	$1.51K	Buy	511 +265	+108%	+$759	﹤0.01%	1819
2026 Q1	$657	Buy	246 +130	+112%	+$404	﹤0.01%	1948
2025 Q4	$478	Sell	116 -906	-89%	-$4.17K	﹤0.01%	1957
2025 Q3	$5.1K	Buy	1,022 +47	+5%	+$226	﹤0.01%	1074
2025 Q2	$4.88K	Buy	975 +922	+1,740%	+$4.75K	﹤0.01%	816
2025 Q1	$306	Buy	+53	New	+$337	﹤0.01%	1762

Other funds holding CMRC

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

FFA

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

MPWT

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

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

True Wealth Design sold out of Commerce.com Inc Series 1 (CMRC) in Q3 2026, closing a stake of 511 shares — an estimated $1.51K sold.

True Wealth Design first reported a position in CMRC in Q1 2025 and held it in 6 quarters. The position peaked at $5.1K in Q3 2025. 9 funds tracked by Wall St. Rank hold CMRC as of Q3 2026.

True Wealth Design reported no remaining Commerce.com Inc Series 1 position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 511 Commerce.com Inc Series 1 shares in Q3 2026, an estimated $1.51K.
True Wealth Design first reported a position in Commerce.com Inc Series 1 in Q1 2025 and held it in 6 quarters.
True Wealth Design's Commerce.com Inc Series 1 position peaked at $5.1K in Q3 2025.
9 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2026.

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