SCS β€” STEELCASE INC

Ownership history in True Wealth Design, LLC  Β·  5 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported STEELCASE INC (SCS) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows SCS 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 SCS 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 STEELCASE 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 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 SCS β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 109 +81 +289.3% 0.00% $2K 2025-10-21 β€”
2025 Q2 ADDED 28 +5 +21.7% 0.00% $293 2025-08-06 β€”
2025 Q1 REDUCED 23 -195 -89.4% 0.00% $253 2025-05-13 β€”
2024 Q4 ADDED 218 +195 +847.8% 0.00% $3K 2025-02-14 β€”
2024 Q3 INITIATED 23 β€” β€” 0.00% $311 2024-11-14 β€”

🏒 Other funds also holding SCS

As of 2025 Q4 β€” sorted by position size

Wick Capital Partners, LLC 3Y 0.05% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About True Wealth Design, LLC and SCS

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 SCS?

True Wealth Design, LLC reported SCS across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

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

The largest reported portfolio weight for SCS was 0.00% in 2024 Q4.

What is the latest reported SCS position on this page?

The most recent filing on this page is 2025 Q3, when True Wealth Design, LLC reported 109 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this SCS ownership page compare?

The chart compares True Wealth Design, LLC's quarterly SCS 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.

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