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 MARCUS CORP DEL (MCS). 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 | 39 | -91 | -70.0% | 0.00% | $605 | $15.35 |
| 2025 Q2 | UNCHANGED | 130 | — | 0% | 0.00% | $2K | $16.60 |
| 2025 Q1 | UNCHANGED | 130 | — | 0% | 0.00% | $2K | $16.37 |
| 2024 Q4 | ADDED | 130 | +125 | +2500.0% | 0.00% | $3K | $21.01 |
| 2024 Q3 | INITIATED | 5 | — | — | 0.00% | $76 | $14.68 |
As of 2025 Q4 — sorted by position size