TWD
TSSI icon

True Wealth Design’s TSS Inc TSSI Stock Holding History

True Wealth Design’s Portfolio TSSI Stock Details TSSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$468 Sell
48
-4
-8% -$39 ﹤0.01% 2150
2026
Q2 		$640 Buy
+52
New +$701 ﹤0.01% 2117

Other funds holding TSSI

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

True Wealth Design reduced its TSS Inc (TSSI) stake by 7.7% in Q3 2026, selling an estimated $39 and leaving 48 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

True Wealth Design first reported a position in TSSI in Q2 2026 and has held it in 2 quarters since. The position peaked at $640 in Q2 2026. 8 funds tracked by Wall St. Rank hold TSSI as of Q3 2026.

  • True Wealth Design held 48 shares of TSS Inc worth $468 as of Q3 2026.
  • True Wealth Design sold 4 TSS Inc shares in Q3 2026, an estimated $39.
  • TSS Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2150 holding.
  • True Wealth Design first reported a position in TSS Inc in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's TSS Inc position peaked at $640 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held TSS Inc as of Q3 2026.

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