True Wealth Design
ISPR icon

True Wealth Design’s Ispire Technology ISPR Stock Holding History

True Wealth Design’s Portfolio ISPR Stock Details ISPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2 Sell
1
-50
-98% -$75 ﹤0.01% 2584
2026
Q2 		$58 Buy
51
+20
+65% +$34 ﹤0.01% 2589
2026
Q1 		$58 Buy
31
+5
+19% +$13 ﹤0.01% 2550
2025
Q4 		$73 Sell
26
-23
-47% -$53 ﹤0.01% 2383
2025
Q3 		$126 Buy
49
+5
+11% +$15 ﹤0.01% 2409
2025
Q2 		$113 Buy
44
+34
+340% +$94 ﹤0.01% 2208
2025
Q1 		$28 Buy
+10
New +$42 ﹤0.01% 2523

Other funds holding ISPR

Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

True Wealth Design reduced its Ispire Technology (ISPR) stake by 98% in Q3 2026, selling an estimated $75 and leaving 1 share worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #2584.

True Wealth Design first reported a position in ISPR in Q1 2025 and has held it in 7 quarters since. The position peaked at $126 in Q3 2025. 6 funds tracked by Wall St. Rank hold ISPR as of Q3 2026.

  • True Wealth Design held 1 share of Ispire Technology worth $2 as of Q3 2026.
  • True Wealth Design sold 50 Ispire Technology shares in Q3 2026, an estimated $75.
  • Ispire Technology made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2584 holding.
  • True Wealth Design first reported a position in Ispire Technology in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Ispire Technology position peaked at $126 in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Ispire Technology as of Q3 2026.

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