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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ANNX holding history

Annexon, 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.

ANNX overviewAll 13F holders of ANNXFull Q2 2026 holdings

Shares (Q2 2026)
283
Value
$1.62K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of ANNX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026283$1.62K<0.1%−39−12.1%ReducedHolders
Q1 2026322$1.78K<0.1%+111+52.6%AddedHolders
Q4 2025211$1.06K<0.1%+156+283.6%AddedHolders
Q3 202555$168<0.1%+55NewHolders
Q2 20250$00.0%−17−100.0%Sold outHolders
Q1 202517$33<0.1%+17NewHolders