True Wealth Design’s Eastern Company EML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223	Buy	8 +4	+100%	+$88	﹤0.01%	2425
2026 Q1	$81	Hold	4	–	–	﹤0.01%	2502
2025 Q4	$79	Buy	4 +1	+33%	+$20	﹤0.01%	2375
2025 Q3	$71	Buy	+3	New	+$71	﹤0.01%	2518
2025 Q2	–	Sell	-14	Closed	-$355	–	2654
2025 Q1	$355	Hold	14	–	–	﹤0.01%	1702
2024 Q4	$372	Buy	+14	New	+$418	﹤0.01%	1140

Other funds holding EML

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's EML Position: Q2 2026 in Review

True Wealth Design increased its Eastern Company (EML) stake by 100% in Q2 2026, buying an estimated $88 and bringing the position to 8 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

True Wealth Design first reported a position in EML in Q4 2024 and has held it in 6 quarters since. The position peaked at $372 in Q4 2024. 5 funds tracked by Wall St. Rank hold EML as of Q2 2026.

True Wealth Design held 8 shares of Eastern Company worth $223 as of Q2 2026.
True Wealth Design bought 4 Eastern Company shares in Q2 2026, an estimated $88.
Eastern Company made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2425 holding.
True Wealth Design first reported a position in Eastern Company in Q4 2024 and has held it in 6 quarters since.
True Wealth Design's Eastern Company position peaked at $372 in Q4 2024.
5 funds tracked by Wall St. Rank held Eastern Company as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.