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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ADI holding history

Analog Devices 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.

ADI overviewAll 13F holders of ADIFull Q2 2026 holdings

Shares (Q2 2026)
342
Value
$135.8K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ADI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026342$135.8K<0.1%+10+3.0%AddedHolders
Q1 2026332$105.6K<0.1%+35+11.8%AddedHolders
Q4 2025297$80.5K<0.1%−7−2.3%ReducedHolders
Q3 2025304$74.8K<0.1%+260+590.9%AddedHolders
Q2 202544$10.5K<0.1%+23+109.5%AddedHolders
Q1 202521$4.29K<0.1%+4+23.5%AddedHolders
Q4 202417$3.67K<0.1%+5+41.7%AddedHolders
Q3 202412$2.76K<0.1%−1−7.7%ReducedHolders
Q2 202413$2.97K<0.1%+4+44.4%AddedHolders
Q1 20249$1.78K<0.1%+4+80.0%AddedHolders
Q4 20235$993<0.1%00.0%UnchangedHolders
Q3 20235$876<0.1%00.0%UnchangedHolders
Q2 20235$975<0.1%−17−77.3%ReducedHolders
Q1 202322$4.34K<0.1%+17+340.0%AddedHolders
Q4 20225$820<0.1%–No prior filingHolders