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True Wealth Design’s Pangaea Logistics PANL Stock Holding History

True Wealth Design’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$634 Buy
+79
New +$609 ﹤0.01% 2072
2025
Q4 		– Sell
-2
Closed -$11 – 2756
2025
Q3 		$11 Hold
2
– – ﹤0.01% 2684
2025
Q2 		$10 Sell
2
-475
-100% -$2.11K ﹤0.01% 2543
2025
Q1 		$2.27K Buy
477
+206
+76% +$1.08K ﹤0.01% 964
2024
Q4 		$1.45K Buy
+271
New +$1.63K ﹤0.01% 821

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

True Wealth Design opened a new position in Pangaea Logistics (PANL) in Q3 2026: 79 shares worth $634. The stake represents ﹤0.01% of the portfolio and ranks #2072 among its holdings. This is a return to the name: True Wealth Design previously reported a position in PANL as recently as Q3 2025.

True Wealth Design first reported a position in PANL in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.27K in Q1 2025. 6 funds tracked by Wall St. Rank hold PANL as of Q3 2026.

  • True Wealth Design held 79 shares of Pangaea Logistics worth $634 as of Q3 2026.
  • Pangaea Logistics was a new True Wealth Design position in Q3 2026.
  • Pangaea Logistics made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2072 holding.
  • True Wealth Design first reported a position in Pangaea Logistics in Q4 2024 and has held it in 5 quarters since.
  • True Wealth Design's Pangaea Logistics position peaked at $2.27K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Pangaea Logistics as of Q3 2026.

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