True Wealth Design »

Ni Hldgs shares owned by True Wealth Design

Quarter-by-quarter ownership of Ni Hldgs (NODK) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Ni Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Ni Hldgs held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ni Hldgs by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $94 7 13.57
2025-06-30 $26 2 13.00
2025-03-31 $42 3 14.33
2024-12-31 $314 20 15.70

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
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 Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
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 Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Ni Hldgs

M3F
Newtyn Management
BlackRock
TCW Group
Vanguard Group
Dimensional Fund Advisors
Geode Capital Management
Philadelphia Financial Management of San Francisco
State Street Corporation
Minerva Advisors
Orchard Capital Managment
Renaissance Technologies
Bridgeway Capital Management
Northern Trust
Fort Hoosac Management

View all funds holding Ni Hldgs