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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AA holding history

Alcoa Corp in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AA overviewAll 13F holders of AAFull Q2 2026 holdings

Shares (Q2 2026)
1,163
Value
$60.6K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2022
Holdings of AA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,163$60.6K<0.1%+166+16.6%AddedHolders
Q1 2026997$66.1K<0.1%+235+30.8%AddedHolders
Q4 2025762$40.5K<0.1%+730+2,281.3%AddedHolders
Q3 202532$1.05K<0.1%00.0%UnchangedHolders
Q2 202532$945<0.1%−20−38.5%ReducedHolders
Q1 202552$1.59K<0.1%+48+1,200.0%AddedHolders
Q4 20244$152<0.1%+4NewHolders
Q3 20230$00.0%−4−100.0%Sold outHolders
Q2 20234$136<0.1%00.0%UnchangedHolders
Q1 20234$171<0.1%+1+33.3%AddedHolders
Q4 20223$136<0.1%–No prior filingHolders