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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ADP holding history

Automatic Data Processing 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.

ADP overviewAll 13F holders of ADPFull Q2 2026 holdings

Shares (Q2 2026)
227
Value
$50.8K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ADP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026227$50.8K<0.1%+64+39.3%AddedHolders
Q1 2026163$33.1K<0.1%+137+526.9%AddedHolders
Q4 202526$6.69K<0.1%−38−59.4%ReducedHolders
Q3 202564$18.8K<0.1%+30+88.2%AddedHolders
Q2 202534$10.5K<0.1%+3+9.7%AddedHolders
Q1 202531$9.52K<0.1%+10+47.6%AddedHolders
Q4 202421$6.20K<0.1%+6+40.0%AddedHolders
Q3 202415$4.15K<0.1%00.0%UnchangedHolders
Q2 202415$3.58K<0.1%+2+15.4%AddedHolders
Q1 202413$3.25K<0.1%+6+85.7%AddedHolders
Q4 20237$1.63K<0.1%00.0%UnchangedHolders
Q3 20237$1.69K<0.1%00.0%UnchangedHolders
Q2 20237$1.54K<0.1%00.0%UnchangedHolders
Q1 20237$1.56K<0.1%00.0%UnchangedHolders
Q4 20227$1.67K<0.1%–No prior filingHolders