True Wealth Design’s NioCorp Developments NB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$720	Hold	200	–	–	﹤0.01%	2032
2026 Q2	$964	Buy	+200	New	+$1.09K	﹤0.01%	1990

Other funds holding NB

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

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

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

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

GWM

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

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

True Wealth Design held its NioCorp Developments (NB) position steady in Q3 2026 at 200 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

True Wealth Design first reported a position in NB in Q2 2026 and has held it in 2 quarters since. The position peaked at $964 in Q2 2026. 13 funds tracked by Wall St. Rank hold NB as of Q3 2026.

True Wealth Design held 200 shares of NioCorp Developments worth $720 as of Q3 2026.
True Wealth Design left its NioCorp Developments share count unchanged in Q3 2026.
NioCorp Developments made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2032 holding.
True Wealth Design first reported a position in NioCorp Developments in Q2 2026 and has held it in 2 quarters since.
True Wealth Design's NioCorp Developments position peaked at $964 in Q2 2026.
13 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2026.

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