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 LCI INDS (LCII). 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 | 5 | +4 | +400.0% | 0.00% | $466 | $91.36 |
| 2025 Q2 | UNCHANGED | 1 | — | 0% | 0.00% | $92 | $88.48 |
| 2025 Q1 | REDUCED | 1 | -10 | -90.9% | 0.00% | $88 | $83.72 |
| 2023 Q1 | INITIATED | 11 | — | — | 0.00% | $1K | $97.48 |
As of 2025 Q4 — sorted by position size