True Wealth Design, LLC TBI — TRUEBLUE INC

Ownership history in True Wealth Design, LLC  ·  6 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported TRUEBLUE INC (TBI) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows TBI 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 TBI 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 TRUEBLUE 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 Q2

TBI 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 Q2

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.

TBI stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held TBI — position size vs. price
% of Fund (quarterly)    TBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 52 +45 +642.9% 0.00% $363 2026-07-16 $8.22
2026 Q1 REDUCED 86.0% +78.0% ❌ 7 -43 -86.0% 0.00% $28 2026-04-13 $3.65
2025 Q4 REDUCED 75.6% -14.1% ✅ 50 -155 -75.6% 0.00% $228 2026-01-08 $4.55
2025 Q3 REDUCED 12.0% -23.3% ✅ 205 -28 -12.0% 0.00% $1K 2025-10-21 $5.67
2025 Q2 ADDED — — — 233 +176 +308.8% 0.00% $2K 2025-08-06 $5.87
2025 Q1 INITIATED — — — 57 — — 0.00% $303 2025-05-13 $5.50

🏢 Other funds also holding TBI

As of 2026 Q2 — sorted by position size

Azarias Capital Management, L.P. 3Y 2.3% Marquette Asset Management, LLC 3Y 7Y 0.07% Investors Research Corp 3Y 7Y 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About True Wealth Design, LLC and TBI

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 TBI?

True Wealth Design, LLC reported TBI across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

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

What is the latest reported TBI position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 52 shares, equal to 0.00% of portfolio, with an estimated market value of $363.

What does the chart on this TBI ownership page compare?

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

Based on 13F filing dates vs. subsequent TBI price moves, True Wealth Design, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on TBI relative to SPY over the holding period was +12.8%.

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