True Wealth Design’s Lithium Americas LAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.58K	Hold	600	–	–	﹤0.01%	1766
2026 Q2	$2.31K	Hold	600	–	–	﹤0.01%	1628
2026 Q1	$2.37K	Hold	600	–	–	﹤0.01%	1475
2025 Q4	$2.62K	Hold	600	–	–	﹤0.01%	1351
2025 Q3	$3.43K	Hold	600	–	–	﹤0.01%	1245
2025 Q2	$1.61K	Hold	600	–	–	﹤0.01%	1266
2025 Q1	$1.63K	Hold	600	–	–	﹤0.01%	1083
2024 Q4	$1.78K	Hold	600	–	–	﹤0.01%	771
2024 Q3	$1.62K	Hold	600	–	–	﹤0.01%	843
2024 Q2	$1.61K	Hold	600	–	–	﹤0.01%	395
2024 Q1	$4.03K	Hold	600	–	–	﹤0.01%	290
2023 Q4	$3.84K	Buy	+600	New	+$4.47K	﹤0.01%	275

Other funds holding LAC

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

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

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

PCM

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

IIM

IFC & Insurance Marketing Auburn, California $117M AUM 14.05% 1-Year Est. Return

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

True Wealth Design held its Lithium Americas (LAC) position steady in Q3 2026 at 600 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

True Wealth Design first reported a position in LAC in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.03K in Q1 2024. 36 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

True Wealth Design held 600 shares of Lithium Americas worth $1.58K as of Q3 2026.
True Wealth Design left its Lithium Americas share count unchanged in Q3 2026.
Lithium Americas made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1766 holding.
True Wealth Design first reported a position in Lithium Americas in Q4 2023 and has held it in 12 quarters since.
True Wealth Design's Lithium Americas position peaked at $4.03K in Q1 2024.
36 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

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