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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

APA holding history

APA 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.

APA overviewAll 13F holders of APAFull Q2 2026 holdings

Shares (Q2 2026)
701
Value
$22.8K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of APA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026701$22.8K<0.1%+191+37.5%AddedHolders
Q1 2026510$21.7K<0.1%+161+46.1%AddedHolders
Q4 2025349$8.54K<0.1%+116+49.8%AddedHolders
Q3 2025233$5.67K<0.1%+27+13.1%AddedHolders
Q2 2025206$3.77K<0.1%+179+663.0%AddedHolders
Q1 202527$568<0.1%+27NewHolders
Q4 20240$00.0%−6−100.0%Sold outHolders
Q3 20246$147<0.1%00.0%UnchangedHolders
Q2 20246$177<0.1%00.0%UnchangedHolders
Q1 20246$207<0.1%+2+50.0%AddedHolders
Q4 20234$144<0.1%+1+33.3%AddedHolders
Q3 20233$124<0.1%00.0%UnchangedHolders
Q2 20233$103<0.1%00.0%UnchangedHolders
Q1 20233$109<0.1%+1+50.0%AddedHolders
Q4 20222$93<0.1%–No prior filingHolders