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True Wealth Design’s Digi International DGII Stock Holding History

True Wealth Design’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.68K Hold
22
– – ﹤0.01% 1742
2026
Q2 		$1.65K Sell
22
-7
-24% -$434 ﹤0.01% 1773
2026
Q1 		$1.4K Hold
29
– – ﹤0.01% 1684
2025
Q4 		$1.26K Hold
29
– – ﹤0.01% 1625
2025
Q3 		$1.06K Hold
29
– – ﹤0.01% 1725
2025
Q2 		$1.01K Buy
29
+22
+314% +$673 ﹤0.01% 1459
2025
Q1 		$195 Buy
+7
New +$216 ﹤0.01% 1976

Other funds holding DGII

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

True Wealth Design held its Digi International (DGII) position steady in Q3 2026 at 22 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

True Wealth Design first reported a position in DGII in Q1 2025 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold DGII as of Q3 2026.

  • True Wealth Design held 22 shares of Digi International worth $1.68K as of Q3 2026.
  • True Wealth Design left its Digi International share count unchanged in Q3 2026.
  • Digi International made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1742 holding.
  • True Wealth Design first reported a position in Digi International in Q1 2025 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Digi International as of Q3 2026.

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