True Wealth Design, LLC ACI — ALBERTSONS COS INC

Ownership history in True Wealth Design, LLC  ·  14 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported ALBERTSONS COS INC (ACI) in 14 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows ACI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in ALBERTSONS COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ACI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACI stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held ACI — position size vs. price
% of Fund (quarterly)    ACI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 465 +422 +981.4% 0.00% $5K 2026-10-13 $12.72
2026 Q2 REDUCED 24.6% -12.7% ✅ 43 -14 -24.6% 0.00% $582 2026-07-16 $14.80
2025 Q3 REDUCED 97.3% -0.5% ✅ 57 -2,092 -97.3% 0.00% $999 2025-10-21 $18.55
2025 Q2 REDUCED 12.1% -18.1% ✅ 2,149 -297 -12.1% 0.02% $46K 2025-08-06 $18.79
2025 Q1 ADDED — — — 2,446 +2,408 +6336.8% 0.02% $54K 2025-05-13 $20.68
2024 Q4 REDUCED 5.0% +12.9% ❌ 38 -2 -5.0% 0.00% $747 2025-02-14 $19.70
2024 Q3 ADDED — — — 40 +4 +11.1% 0.00% $740 2024-11-14 $17.93
2024 Q2 ADDED — — — 36 +16 +80.0% 0.00% $711 2024-08-14 $18.89
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ACI

As of 2026 Q3 — sorted by position size

Gilman Hill Asset Management, LLC 3Y 7Y 1.14% Value Investment Professionals, LLC 0.7% RHS Financial, LLC 3Y 7Y 0.04% OSLO PENSJONSFORSIKRING AS 0.03% Cedar Mountain Advisors, LLC 3Y 0.03% Investors Research Corp 3Y 7Y 0.01% Essential Partners LLC 0.01% GAMMA Investing LLC 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About True Wealth Design, LLC and ACI

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning ACI?

True Wealth Design, LLC reported ACI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported ACI position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for ACI was 0.02% in 2025 Q1.

What is the latest reported ACI position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 465 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this ACI ownership page compare?

The chart compares True Wealth Design, LLC's quarterly ACI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did True Wealth Design, LLC time their ACI position?

Based on 13F filing dates vs. subsequent ACI price moves, True Wealth Design, LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on ACI relative to SPY over the holding period was -13.0%.

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