True Wealth Design, LLC MNSB β€” MAINSTREET BANCSHARES INC

Ownership history in True Wealth Design, LLC  Β·  1 quarter on record

AI Ownership Summary

True Wealth Design, LLC reported MAINSTREET BANCSHARES INC (MNSB) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows MNSB 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 MNSB 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 MAINSTREET BANCSHARES 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

MNSB 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
2026 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 MNSB β€” position size vs. price
% of Fund (quarterly)    MNSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 7 β€” β€” 0.00% $173 2026-07-16 $24.87

🏒 Other funds also holding MNSB

As of 2026 Q2 β€” sorted by position size

Spire Wealth Management 3Y 0.0% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About True Wealth Design, LLC and MNSB

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 MNSB?

True Wealth Design, LLC reported MNSB across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

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

What is the latest reported MNSB position on this page?

The most recent filing on this page is 2026 Q2, when True Wealth Design, LLC reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $173.

What does the chart on this MNSB ownership page compare?

The chart compares True Wealth Design, LLC's quarterly MNSB 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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