PPL Corporation
MX ˙ BMV ˙ US69351T1060
SecurityMX:PPLC / PPL Corporation
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership257 shares
Latest Disclosed Value $ 9,818
True Wealth Design, LLC reports 125.44% increase in ownership of PPLC / PPL Corporation

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 257 shares of PPL Corporation (MX:PPLC) valued at $9,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 114 shares of PPL Corporation. This represents a change in shares of 125.44% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F PPL COM 69351T106 257 143 125.44 10 200.00 0.0027
2026-01-08 2025-12-31 13F PPL COM 69351T106 114 -43 -27.39 4 -40.00 0.0012
2025-10-21 2025-09-30 13F PPL COM 69351T106 157 64 68.82 6 66.67 0.0018
2025-08-06 2025-06-30 13F PPL COM 69351T106 93 -12 -11.43 3 0.00 0.0011
2025-05-13 2025-03-31 13F PPL COM 69351T106 105 72 218.18 4 200.00 0.0014
2025-02-14 2024-12-31 13F PPL COM 69351T106 33 6 22.22 1 0.0004
2024-11-14 2024-09-30 13F PPL COM 69351T106 27 4 17.39 1 0.0003
2024-08-14 2024-06-30 13F PPL COM 69351T106 23 4 21.05 1 0.0002
2024-05-14 2024-03-31 13F PPL COM 69351T106 19 9 90.00 1 0.0001
2024-02-14 2023-12-31 13F PPL COM 69351T106 10 0 0.00 0 0.0001
2023-11-13 2023-09-30 13F PPL COM 69351T106 10 0 0.00 0 0.0001
2023-08-14 2023-06-30 13F PPL COM 69351T106 10 0 0.00 0 0.0001
2023-05-12 2023-03-31 13F PPL COM 69351T106 10 -15 -60.00 0 0.0001
2023-02-15 2022-12-31 13F PPL COM 69351T106 25 25 1 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.