True Wealth Design’s LoveSac LOVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-16	Closed	-$237	–	2785
2026 Q1	$237	Buy	16 +11	+220%	+$146	﹤0.01%	2292
2025 Q4	$74	Sell	5 -4	-44%	-$57	﹤0.01%	2382
2025 Q3	$153	Sell	9 -3	-25%	-$56	﹤0.01%	2361
2025 Q2	$219	Sell	12 -82	-87%	-$1.56K	﹤0.01%	2046
2025 Q1	$1.71K	Buy	+94	New	+$2.06K	﹤0.01%	1065

Other funds holding LOVE

FWM

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's LOVE Position: Q2 2026 in Review

True Wealth Design sold out of LoveSac (LOVE) in Q2 2026, closing a stake of 16 shares — an estimated $237 sold.

True Wealth Design first reported a position in LOVE in Q1 2025 and held it in 5 quarters. The position peaked at $1.71K in Q1 2025. 4 funds tracked by Wall St. Rank hold LOVE as of Q2 2026.

True Wealth Design reported no remaining LoveSac position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 16 LoveSac shares in Q2 2026, an estimated $237.
True Wealth Design first reported a position in LoveSac in Q1 2025 and held it in 5 quarters.
True Wealth Design's LoveSac position peaked at $1.71K in Q1 2025.
4 funds tracked by Wall St. Rank held LoveSac as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.