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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AMSF holding history

Amerisafe 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.

AMSF overviewAll 13F holders of AMSFFull Q2 2026 holdings

Shares (Q2 2026)
107
Value
$3.62K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of AMSF by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026107$3.62K<0.1%+107NewHolders
Q1 20260$00.0%−30−100.0%Sold outHolders
Q4 202530$1.15K<0.1%−25−45.5%ReducedHolders
Q3 202555$2.41K<0.1%+52+1,733.3%AddedHolders
Q2 20253$132<0.1%−41−93.2%ReducedHolders
Q1 202544$2.31K<0.1%−33−42.9%ReducedHolders
Q4 202477$3.97K<0.1%+47+156.7%AddedHolders
Q3 202430$1.45K<0.1%+30NewHolders