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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ALX holding history

Alexanders 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.

ALX overviewAll 13F holders of ALXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of ALX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2−100.0%Sold outHolders
Q1 20262$473<0.1%−1−33.3%ReducedHolders
Q4 20253$654<0.1%+2+200.0%AddedHolders
Q3 20251$235<0.1%00.0%UnchangedHolders
Q2 20251$226<0.1%00.0%UnchangedHolders
Q1 20251$210<0.1%+1NewHolders