TWD
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True Wealth Design’s Reservoir Media RSVR Stock Holding History

True Wealth Design’s Portfolio RSVR Stock Details RSVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$105 Buy
+11
New +$109 ﹤0.01% 2437
2026
Q2 		– Sell
-6
Closed -$59 – 2854
2026
Q1 		$59 Buy
6
+1
+20% +$8 ﹤0.01% 2546
2025
Q4 		$38 Hold
5
– – ﹤0.01% 2436
2025
Q3 		$41 Hold
5
– – ﹤0.01% 2597
2025
Q2 		$39 Buy
5
+1
+25% +$7 ﹤0.01% 2430
2025
Q1 		$31 Buy
+4
New +$31 ﹤0.01% 2506

Other funds holding RSVR

SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

True Wealth Design opened a new position in Reservoir Media (RSVR) in Q3 2026: 11 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #2437 among its holdings. This is a return to the name: True Wealth Design previously reported a position in RSVR as recently as Q1 2026.

True Wealth Design first reported a position in RSVR in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold RSVR as of Q3 2026.

  • True Wealth Design held 11 shares of Reservoir Media worth $105 as of Q3 2026.
  • Reservoir Media was a new True Wealth Design position in Q3 2026.
  • Reservoir Media made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2437 holding.
  • True Wealth Design first reported a position in Reservoir Media in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Reservoir Media as of Q3 2026.

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