Ownership history in True Wealth Design, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in ALLETE INC (ALE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 60 | +37 | +160.9% | 0.00% | $4K | — |
| 2025 Q2 | REDUCED | 23 | -103 | -81.7% | 0.00% | $1K | — |
| 2025 Q1 | UNCHANGED | 126 | — | 0% | 0.00% | $8K | — |
| 2024 Q4 | INITIATED | 126 | — | — | 0.00% | $8K | — |