True Wealth Design’s Kemper KMPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.3K	Buy	1,213 +483	+66%	+$13.4K	0.01%	697
2026 Q2	$19.7K	Buy	730 +483	+196%	+$14.1K	﹤0.01%	813
2026 Q1	$7.55K	Sell	247 -339	-58%	-$11.6K	﹤0.01%	1068
2025 Q4	$23.8K	Buy	586 +177	+43%	+$7.58K	0.01%	550
2025 Q3	$21.1K	Buy	409 +384	+1,536%	+$21.6K	0.01%	591
2025 Q2	$1.61K	Sell	25 -676	-96%	-$41.8K	﹤0.01%	1263
2025 Q1	$46.9K	Sell	701 -16	-2%	-$1.06K	0.02%	195
2024 Q4	$47.6K	Buy	717 +476	+198%	+$31.4K	0.02%	174
2024 Q3	$14.8K	Buy	+241	New	+$14.8K	0.01%	369

Other funds holding KMPR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

True Wealth Design increased its Kemper (KMPR) stake by 66% in Q3 2026, buying an estimated $13.4K and bringing the position to 1,213 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #697.

True Wealth Design first reported a position in KMPR in Q3 2024 and has held it in 9 quarters since. The position peaked at $47.6K in Q4 2024. 13 funds tracked by Wall St. Rank hold KMPR as of Q3 2026.

True Wealth Design held 1,213 shares of Kemper worth $30.3K as of Q3 2026.
True Wealth Design bought 483 Kemper shares in Q3 2026, an estimated $13.4K.
Kemper made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #697 holding.
True Wealth Design first reported a position in Kemper in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Kemper position peaked at $47.6K in Q4 2024.
13 funds tracked by Wall St. Rank held Kemper as of Q3 2026.

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