True Wealth Design’s Logistic Properties of the Americas LPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$572	Sell	200 -23	-10%	-$72	﹤0.01%	2096
2026 Q2	$750	Buy	223 +222	+22,200%	+$740	﹤0.01%	2077
2026 Q1	$4	Hold	1	–	–	﹤0.01%	2696
2025 Q4	$3	Sell	1 -2	-67%	-$7	﹤0.01%	2553
2025 Q3	$14	Buy	+3	New	+$19	﹤0.01%	2678

Other funds holding LPA

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

True Wealth Design reduced its Logistic Properties of the Americas (LPA) stake by 10% in Q3 2026, selling an estimated $72 and leaving 200 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

True Wealth Design first reported a position in LPA in Q3 2025 and has held it in 5 quarters since. The position peaked at $750 in Q2 2026. 5 funds tracked by Wall St. Rank hold LPA as of Q3 2026.

True Wealth Design held 200 shares of Logistic Properties of the Americas worth $572 as of Q3 2026.
True Wealth Design sold 23 Logistic Properties of the Americas shares in Q3 2026, an estimated $72.
Logistic Properties of the Americas made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2096 holding.
True Wealth Design first reported a position in Logistic Properties of the Americas in Q3 2025 and has held it in 5 quarters since.
True Wealth Design's Logistic Properties of the Americas position peaked at $750 in Q2 2026.
5 funds tracked by Wall St. Rank held Logistic Properties of the Americas as of Q3 2026.

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