TWD
DLX icon

True Wealth Design’s Deluxe DLX Stock Holding History

True Wealth Design’s Portfolio DLX Stock Details DLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12K Hold
523
– – ﹤0.01% 1000
2026
Q2 		$12.5K Sell
523
-23
-4% -$599 ﹤0.01% 985
2026
Q1 		$15K Hold
546
– – ﹤0.01% 827
2025
Q4 		$12.2K Hold
546
– – ﹤0.01% 790
2025
Q3 		$10.6K Buy
546
+244
+81% +$4.45K ﹤0.01% 811
2025
Q2 		$4.8K Buy
302
+266
+739% +$4K ﹤0.01% 824
2025
Q1 		$570 Buy
+36
New +$682 ﹤0.01% 1493
2024
Q4 		– Sell
-1
Closed -$20 – 1406
2024
Q3 		$20 Buy
+1
New +$21 ﹤0.01% 1269

Other funds holding DLX

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design held its Deluxe (DLX) position steady in Q3 2026 at 523 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

True Wealth Design first reported a position in DLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $15K in Q1 2026. 17 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

  • True Wealth Design held 523 shares of Deluxe worth $12K as of Q3 2026.
  • True Wealth Design left its Deluxe share count unchanged in Q3 2026.
  • Deluxe made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1000 holding.
  • True Wealth Design first reported a position in Deluxe in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Deluxe position peaked at $15K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

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