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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AGI holding history

Alamos Gold 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.

AGI overviewAll 13F holders of AGIFull Q2 2026 holdings

Shares (Q2 2026)
32
Value
$971
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of AGI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632$971<0.1%−173−84.4%ReducedHolders
Q1 2026205$9.11K<0.1%+173+540.6%AddedHolders
Q4 202532$1.24K<0.1%00.0%UnchangedHolders
Q3 202532$1.12K<0.1%00.0%UnchangedHolders
Q2 202532$850<0.1%00.0%UnchangedHolders
Q1 202532$856<0.1%+4+14.3%AddedHolders
Q4 202428$517<0.1%00.0%UnchangedHolders
Q3 202428$559<0.1%−1−3.4%ReducedHolders
Q2 202429$455<0.1%+17+141.7%AddedHolders
Q1 202412$177<0.1%+7+140.0%AddedHolders
Q4 20235$68<0.1%+1+25.0%AddedHolders
Q3 20234$46<0.1%00.0%UnchangedHolders
Q2 20234$48<0.1%+4NewHolders