True Wealth Design, LLC PRMB — PRIMO BRANDS CORPORATION

Ownership history in True Wealth Design, LLC  ·  4 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported PRIMO BRANDS CORPORATION (PRMB) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows PRMB 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 PRMB 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 PRIMO BRANDS CORPORATION, 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

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

High-water mark
Peak Conviction
0.0% 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
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.

How True Wealth Design, LLC held PRMB — position size vs. price
% of Fund (quarterly)    PRMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 115 +100 +666.7% 0.00% $2K 2026-10-13 $18.90
2026 Q2 REDUCED 11.8% -19.8% ✅ 15 -2 -11.8% 0.00% $367 2026-07-16 $25.26
2025 Q2 ADDED — — — 17 +14 +466.7% 0.00% $504 2025-08-06 $25.72
2025 Q1 INITIATED — — — 3 — — 0.00% $107 2025-05-13 $31.26

FAQ About True Wealth Design, LLC and PRMB

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 PRMB?

True Wealth Design, LLC reported PRMB across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

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

The largest reported portfolio weight for PRMB was 0.00% in 2026 Q3.

What is the latest reported PRMB position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 115 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this PRMB ownership page compare?

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

Based on 13F filing dates vs. subsequent PRMB price moves, True Wealth Design, LLC correctly timed 1 out of 3 reported position changes (33%).

← Back to True Wealth Design, LLC Holdings