Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AM holding history

Antero Midstream 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.

AM overviewAll 13F holders of AMFull Q2 2026 holdings

Shares (Q2 2026)
102
Value
$2.32K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of AM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026102$2.32K<0.1%00.0%UnchangedHolders
Q1 2026102$2.33K<0.1%+24+30.8%AddedHolders
Q4 202578$1.39K<0.1%−7−8.2%ReducedHolders
Q3 202585$1.65K<0.1%00.0%UnchangedHolders
Q2 202585$1.61K<0.1%00.0%UnchangedHolders
Q1 202585$1.53K<0.1%+85NewHolders