True Wealth Design, LLC HPP HUDSON PAC PPTYS INC

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

AI Ownership Summary

True Wealth Design, LLC reported HUDSON PAC PPTYS INC (HPP) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows HPP 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 HPP 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 HUDSON PAC PPTYS 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

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 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.

How True Wealth Design, LLC held HPP — position size vs. price
% of Fund (quarterly)    HPP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,012 +963 +1965.3% 0.00% $15K 2026-07-16 $16.09
2026 Q1 ADDED 49 +33 +206.2% 0.00% $290 2026-04-13 $6.11
2025 Q4 REDUCED 97.0% -45.4% 16 -523 -97.0% 0.00% $174 2026-01-08 $10.08
2025 Q3 UNCHANGED 539 0% 0.00% $1K 2025-10-21 $18.06
2025 Q2 INITIATED 539 0.00% $1K 2025-08-06 $18.83

FAQ About True Wealth Design, LLC and HPP

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 HPP?

True Wealth Design, LLC reported HPP across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for HPP was 0.00% in 2026 Q2.

What is the latest reported HPP position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 1,012 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this HPP ownership page compare?

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

Based on 13F filing dates vs. subsequent HPP price moves, True Wealth Design, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HPP relative to SPY over the holding period was -30.4%.

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