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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ACM holding history

Aecom 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.

ACM overviewAll 13F holders of ACMFull Q2 2026 holdings

Shares (Q2 2026)
259
Value
$18.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ACM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026259$18.1K<0.1%+43+19.9%AddedHolders
Q1 2026216$18.3K<0.1%+186+620.0%AddedHolders
Q4 202530$2.85K<0.1%−32−51.6%ReducedHolders
Q3 202562$8.08K<0.1%+41+195.2%AddedHolders
Q2 202521$2.37K<0.1%+4+23.5%AddedHolders
Q1 202517$1.58K<0.1%−288−94.4%ReducedHolders
Q4 2024305$32.6K<0.1%+1+0.3%AddedHolders
Q3 2024304$31.4K<0.1%+297+4,242.9%AddedHolders
Q2 20247$617<0.1%−1−12.5%ReducedHolders
Q1 20248$785<0.1%+2+33.3%AddedHolders
Q4 20236$555<0.1%+2+50.0%AddedHolders
Q3 20234$333<0.1%+1+33.3%AddedHolders
Q2 20233$255<0.1%−1−25.0%ReducedHolders
Q1 20234$338<0.1%+1+33.3%AddedHolders
Q4 20223$255<0.1%–No prior filingHolders