True Wealth Design, LLC MT — ARCELORMITTAL SA LUXEMBOURG

Ownership history in True Wealth Design, LLC  ·  16 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported ARCELORMITTAL SA LUXEMBOURG (MT) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2026 Q3. The latest visible filing shows MT at 0.02% 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 MT 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 ARCELORMITTAL SA LUXEMBOURG, 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

MT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q3

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.

How True Wealth Design, LLC held MT — position size vs. price
% of Fund (quarterly)    MT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,057 +23 +2.2% 0.02% $71K 2026-10-13 $63.47
2026 Q2 UNCHANGED — — — 1,034 — 0% 0.01% $62K 2026-07-16 $65.25
2026 Q1 ADDED — — — 1,034 +235 +29.4% 0.01% $54K 2026-04-13 $60.97
2025 Q4 ADDED — — — 799 +234 +41.4% 0.01% $36K 2026-01-08 $46.99
2025 Q3 ADDED — — — 565 +532 +1612.1% 0.01% $20K 2025-10-21 $37.59
2025 Q2 ADDED — — — 33 +1 +3.1% 0.00% $1K 2025-08-06 $31.24
2025 Q1 UNCHANGED — — — 32 — 0% 0.00% $924 2025-05-13 $30.75
2024 Q4 ADDED — — — 32 +4 +14.3% 0.00% $741 2025-02-14 $27.93
2024 Q3 REDUCED 6.7% -11.8% ✅ 28 -2 -6.7% 0.00% $736 2024-11-14 $23.95
2024 Q2 ADDED — — — 30 +6 +25.0% 0.00% $688 2024-08-14 $21.17
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About True Wealth Design, LLC and MT

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 MT?

True Wealth Design, LLC reported MT across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for MT was 0.02% in 2026 Q3.

What is the latest reported MT position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 1,057 shares, equal to 0.02% of portfolio, with an estimated market value of $71K.

What does the chart on this MT ownership page compare?

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

Based on 13F filing dates vs. subsequent MT price moves, True Wealth Design, LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on MT relative to SPY over the holding period was +3.0%.

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