True Wealth Design’s NI Holdings NODK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$209	Buy	14 +6	+75%	+$92	﹤0.01%	2343
2026 Q2	$126	Buy	8 +3	+60%	+$42	﹤0.01%	2518
2026 Q1	$65	Hold	5	–	–	﹤0.01%	2531
2025 Q4	$67	Sell	5 -2	-29%	-$27	﹤0.01%	2389
2025 Q3	$95	Buy	7 +5	+250%	+$66	﹤0.01%	2451
2025 Q2	$26	Sell	2 -1	-33%	-$13	﹤0.01%	2487
2025 Q1	$43	Sell	3 -17	-85%	-$247	﹤0.01%	2423
2024 Q4	$314	Buy	+20	New	+$317	﹤0.01%	1161

Other funds holding NODK

AAMC

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

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

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

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

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

True Wealth Design increased its NI Holdings (NODK) stake by 75% in Q3 2026, buying an estimated $92 and bringing the position to 14 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

True Wealth Design first reported a position in NODK in Q4 2024 and has held it in 8 quarters since. The position peaked at $314 in Q4 2024. 8 funds tracked by Wall St. Rank hold NODK as of Q3 2026.

True Wealth Design held 14 shares of NI Holdings worth $209 as of Q3 2026.
True Wealth Design bought 6 NI Holdings shares in Q3 2026, an estimated $92.
NI Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2343 holding.
True Wealth Design first reported a position in NI Holdings in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's NI Holdings position peaked at $314 in Q4 2024.
8 funds tracked by Wall St. Rank held NI Holdings as of Q3 2026.

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