Ownership history in True Wealth Design, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in KNIFE RIVER CORP (KNF). 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 | UNCHANGED | 1 | — | 0% | 0.00% | $77 | $76.87 |
| 2025 Q2 | REDUCED | 1 | -19 | -95.0% | 0.00% | $82 | $81.64 |
| 2025 Q1 | ADDED | 20 | +4 | +25.0% | 0.00% | $2K | $90.21 |
| 2024 Q4 | UNCHANGED | 16 | — | 0% | 0.00% | $2K | $101.64 |
| 2024 Q3 | INITIATED | 16 | — | — | 0.00% | $1K | $89.39 |
As of 2025 Q4 — sorted by position size