TWD
DV icon

True Wealth Design’s DoubleVerify DV Stock Holding History

True Wealth Design’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.9K Sell
731
-10
-1% -$126 ﹤0.01% 1073
2026
Q2 		$8.03K Sell
741
-1,187
-62% -$12.2K ﹤0.01% 1153
2026
Q1 		$18.3K Buy
1,928
+1,104
+134% +$11.3K 0.01% 754
2025
Q4 		$9.43K Sell
824
-481
-37% -$5.3K ﹤0.01% 888
2025
Q3 		$15.6K Buy
1,305
+149
+13% +$2.21K ﹤0.01% 697
2025
Q2 		$17.3K Buy
1,156
+543
+89% +$7.44K 0.01% 418
2025
Q1 		$8.2K Sell
613
-1,474
-71% -$27.3K ﹤0.01% 537
2024
Q4 		$40.1K Buy
2,087
+354
+20% +$6.67K 0.02% 206
2024
Q3 		$29.2K Buy
+1,733
New +$33K 0.01% 259

Other funds holding DV

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

True Wealth Design reduced its DoubleVerify (DV) stake by 1.3% in Q3 2026, selling an estimated $126 and leaving 731 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

True Wealth Design first reported a position in DV in Q3 2024 and has held it in 9 quarters since. The position peaked at $40.1K in Q4 2024. 28 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • True Wealth Design held 731 shares of DoubleVerify worth $9.9K as of Q3 2026.
  • True Wealth Design sold 10 DoubleVerify shares in Q3 2026, an estimated $126.
  • DoubleVerify made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1073 holding.
  • True Wealth Design first reported a position in DoubleVerify in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's DoubleVerify position peaked at $40.1K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

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