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 LIFETIME BRANDS INC (LCUT). 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 | REDUCED | 19 | -33 | -63.5% | 0.00% | $74 | $3.77 |
| 2025 Q2 | ADDED | 52 | +29 | +126.1% | 0.00% | $266 | $4.92 |
| 2025 Q1 | REDUCED | 23 | -38 | -62.3% | 0.00% | $114 | $4.70 |
| 2024 Q4 | INITIATED | 61 | — | — | 0.00% | $361 | $5.60 |
As of 2025 Q4 — sorted by position size