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 LIMBACH HLDGS INC (LMB). 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 | 14 | — | 0% | 0.00% | $1K | $97.12 |
| 2025 Q2 | UNCHANGED | 14 | — | 0% | 0.00% | $2K | $140.10 |
| 2025 Q1 | ADDED | 14 | +11 | +366.7% | 0.00% | $1K | $74.47 |
| 2024 Q4 | UNCHANGED | 3 | — | 0% | 0.00% | $257 | $85.54 |
| 2024 Q3 | INITIATED | 3 | — | — | 0.00% | $228 | $75.76 |
As of 2025 Q4 — sorted by position size