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 STEELCASE INC (SCS). 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 | 109 | +81 | +289.3% | 0.00% | $2K | — |
| 2025 Q2 | ADDED | 28 | +5 | +21.7% | 0.00% | $293 | — |
| 2025 Q1 | REDUCED | 23 | -195 | -89.4% | 0.00% | $253 | — |
| 2024 Q4 | ADDED | 218 | +195 | +847.8% | 0.00% | $3K | — |
| 2024 Q3 | INITIATED | 23 | — | — | 0.00% | $311 | — |