True Wealth Design, LLC HUBG — HUB GROUP INC

Ownership history in True Wealth Design, LLC  ·  7 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported HUB GROUP INC (HUBG) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows HUBG 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.

What this HUBG 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 HUB GROUP 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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.

HUBG stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held HUBG — position size vs. price
% of Fund (quarterly)    HUBG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 9 — 0% 0.00% $267 2026-10-13 $26.38
2026 Q2 UNCHANGED — — — 9 — 0% 0.00% $395 2026-07-16 $51.21
2026 Q1 UNCHANGED — — — 9 — 0% 0.00% $325 2026-04-13 $38.94
2025 Q4 REDUCED 10.0% -15.1% ✅ 9 -1 -10.0% 0.00% $384 2026-01-08 $45.36
2025 Q3 UNCHANGED — — — 10 — 0% 0.00% $345 2025-10-21 $36.62
2025 Q2 ADDED — — — 10 +3 +42.9% 0.00% $335 2025-08-06 $34.73
2025 Q1 INITIATED — — — 7 — — 0.00% $261 2025-05-13 $34.81

🏢 Other funds also holding HUBG

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Meriwether Wealth & Planning, LLC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Polaris Financial Partners 0.0% Davis Capital Management 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About True Wealth Design, LLC and HUBG

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 HUBG?

True Wealth Design, LLC reported HUBG across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

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

The largest reported portfolio weight for HUBG was 0.00% in 2025 Q2.

What is the latest reported HUBG position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 9 shares, equal to 0.00% of portfolio, with an estimated market value of $267.

What does the chart on this HUBG ownership page compare?

The chart compares True Wealth Design, LLC's quarterly HUBG 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 HUBG position?

Based on 13F filing dates vs. subsequent HUBG price moves, True Wealth Design, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HUBG relative to SPY over the holding period was -33.4%.

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