True Wealth Design
IMMR icon

True Wealth Design’s Immersion IMMR Stock Holding History

True Wealth Design’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$536 Buy
74
+60
+429% +$436 ﹤0.01% 2111
2026
Q2 		$95 Buy
14
+9
+180% +$57 ﹤0.01% 2545
2026
Q1 		$28 Buy
5
+3
+150% +$19 ﹤0.01% 2616
2025
Q4 		$14 Sell
2
-36
-95% -$244 ﹤0.01% 2504
2025
Q3 		$279 Sell
38
-67
-64% -$486 ﹤0.01% 2213
2025
Q2 		$828 Buy
105
+71
+209% +$528 ﹤0.01% 1540
2025
Q1 		$258 Buy
+34
New +$279 ﹤0.01% 1849

Other funds holding IMMR

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Meriwether Wealth & Planning
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

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

True Wealth Design increased its Immersion (IMMR) stake by 429% in Q3 2026, buying an estimated $436 and bringing the position to 74 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

True Wealth Design first reported a position in IMMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $828 in Q2 2025. 12 funds tracked by Wall St. Rank hold IMMR as of Q3 2026.

  • True Wealth Design held 74 shares of Immersion worth $536 as of Q3 2026.
  • True Wealth Design bought 60 Immersion shares in Q3 2026, an estimated $436.
  • Immersion made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2111 holding.
  • True Wealth Design first reported a position in Immersion in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Immersion position peaked at $828 in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Immersion as of Q3 2026.

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