Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ADPT holding history

Adaptive Biotechnologies 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.

ADPT overviewAll 13F holders of ADPTFull Q2 2026 holdings

Shares (Q2 2026)
267
Value
$5.73K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of ADPT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026267$5.73K<0.1%00.0%UnchangedHolders
Q1 2026267$3.71K<0.1%00.0%UnchangedHolders
Q4 2025267$4.34K<0.1%00.0%UnchangedHolders
Q3 2025267$4.00K<0.1%+26+10.8%AddedHolders
Q2 2025241$2.81K<0.1%−3−1.2%ReducedHolders
Q1 2025244$1.81K<0.1%+49+25.1%AddedHolders
Q4 2024195$1.17K<0.1%00.0%UnchangedHolders
Q3 2024195$999<0.1%+195NewHolders