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Helen Of Troy shares owned by True Wealth Design

Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Helen Of Troy

Tip: Access up to 7 years of quarterly data

All positions including Helen Of Troy held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helen Of Troy by True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6k 251 14.42
2025-09-30 $303 12 25.25
2025-06-30 $6.4k 224 28.38
2024-12-31 $539 9 59.89

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Helen Of Troy

BlackRock
Vanguard Group
RWWM
Vanguard Capital Management
D. E. Shaw & Co
Charles Schwab Investment Management
AQR Capital Management
Pzena Investment Management
Wellington Management Company
Invenomic Capital Management
Ameriprise Financial
CastleKnight Management
Bank of America Corporation
Geode Capital Management
Paradigm Capital Management

View all funds holding Helen Of Troy