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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ALKS holding history

Alkermes plc. 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.

ALKS overviewAll 13F holders of ALKSFull Q2 2026 holdings

Shares (Q2 2026)
11
Value
$577
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of ALKS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611$577<0.1%00.0%UnchangedHolders
Q1 202611$389<0.1%00.0%UnchangedHolders
Q4 202511$308<0.1%−1−8.3%ReducedHolders
Q3 202512$360<0.1%−334−96.5%ReducedHolders
Q2 2025346$9.90K<0.1%−388−52.9%ReducedHolders
Q1 2025734$24.2K<0.1%+1+0.1%AddedHolders
Q4 2024733$21.1K<0.1%+178+32.1%AddedHolders
Q3 2024555$15.5K<0.1%+555NewHolders