True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

ARDT holding history

Ardent Health, 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.

ARDT overview All 13F holders of ARDT Full Q2 2026 holdings

Shares (Q2 2026): 158
Value: $1.55K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of ARDT by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	158	$1.55K	<0.1%	+102+182.1%	Added	Holders
Q1 2026	56	$480	<0.1%	+56	New	Holders
Q4 2025	0	$0	0.0%	−130−100.0%	Sold out	Holders
Q3 2025	130	$1.72K	<0.1%	+130	New	Holders