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True Wealth Design’s RCI Hospitality Holdings RICK Stock Holding History

True Wealth Design’s Portfolio RICK Stock Details RICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$864 Sell
32
-1
-3% -$28 ﹤0.01% 1975
2026
Q2 		$902 Buy
33
+20
+154% +$507 ﹤0.01% 2024
2026
Q1 		$297 Sell
13
-31
-70% -$730 ﹤0.01% 2221
2025
Q4 		$1.05K Buy
44
+18
+69% +$461 ﹤0.01% 1689
2025
Q3 		$794 Buy
+26
New +$931 ﹤0.01% 1832

Other funds holding RICK

RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its RCI Hospitality Holdings (RICK) stake by 3% in Q3 2026, selling an estimated $28 and leaving 32 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

True Wealth Design first reported a position in RICK in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.05K in Q4 2025. 11 funds tracked by Wall St. Rank hold RICK as of Q3 2026.

  • True Wealth Design held 32 shares of RCI Hospitality Holdings worth $864 as of Q3 2026.
  • True Wealth Design sold 1 RCI Hospitality Holdings share in Q3 2026, an estimated $28.
  • RCI Hospitality Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1975 holding.
  • True Wealth Design first reported a position in RCI Hospitality Holdings in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's RCI Hospitality Holdings position peaked at $1.05K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held RCI Hospitality Holdings as of Q3 2026.

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