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 Q3	–	Sell	-8	Closed	-$223	–	2642
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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

True Wealth Design sold out of Eastern Company (EML) in Q3 2026, closing a stake of 8 shares — an estimated $223 sold.

True Wealth Design first reported a position in EML in Q4 2024 and held it in 6 quarters. The position peaked at $372 in Q4 2024. 4 funds tracked by Wall St. Rank hold EML as of Q3 2026.

True Wealth Design reported no remaining Eastern Company position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 8 Eastern Company shares in Q3 2026, an estimated $223.
True Wealth Design first reported a position in Eastern Company in Q4 2024 and held it in 6 quarters.
True Wealth Design's Eastern Company position peaked at $372 in Q4 2024.
4 funds tracked by Wall St. Rank held Eastern Company as of Q3 2026.

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