True Wealth Design
KLTR icon

True Wealth Design’s Kaltura KLTR Stock Holding History

True Wealth Design’s Portfolio KLTR Stock Details KLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$212 Sell
165
-191
-54% -$278 ﹤0.01% 2339
2026
Q2 		$463 Buy
356
+220
+162% +$299 ﹤0.01% 2224
2026
Q1 		$166 Buy
136
+52
+62% +$74 ﹤0.01% 2367
2025
Q4 		$138 Buy
84
+59
+236% +$93 ﹤0.01% 2285
2025
Q3 		$36 Sell
25
-36
-59% -$61 ﹤0.01% 2611
2025
Q2 		$123 Buy
61
+8
+15% +$17 ﹤0.01% 2189
2025
Q1 		$100 Buy
+53
New +$119 ﹤0.01% 2195

Other funds holding KLTR

Wealth Enhancement Advisory Services
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Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design reduced its Kaltura (KLTR) stake by 54% in Q3 2026, selling an estimated $278 and leaving 165 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

True Wealth Design first reported a position in KLTR in Q1 2025 and has held it in 7 quarters since. The position peaked at $463 in Q2 2026. 10 funds tracked by Wall St. Rank hold KLTR as of Q3 2026.

  • True Wealth Design held 165 shares of Kaltura worth $212 as of Q3 2026.
  • True Wealth Design sold 191 Kaltura shares in Q3 2026, an estimated $278.
  • Kaltura made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2339 holding.
  • True Wealth Design first reported a position in Kaltura in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Kaltura position peaked at $463 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Kaltura as of Q3 2026.

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