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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ACH holding history

Accendra Health Inc 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.

ACH overviewAll 13F holders of ACHFull Q2 2026 holdings

Shares (Q2 2026)
13
Value
$45
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of ACH by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613$45<0.1%00.0%UnchangedHolders
Q1 202613$30<0.1%−771−98.3%ReducedHolders
Q4 2025784$2.20K<0.1%+784NewHolders
Q3 20250$00.0%−552−100.0%Sold outHolders
Q2 2025552$5.02K<0.1%+394+249.4%AddedHolders
Q1 2025158$1.43K<0.1%+125+378.8%AddedHolders
Q4 202433$432<0.1%+33NewHolders