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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AROW holding history

Arrow Financial 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.

AROW overviewAll 13F holders of AROWFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$123
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of AROW by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$123<0.1%−8−72.7%ReducedHolders
Q1 202611$370<0.1%+1+10.0%AddedHolders
Q4 202510$314<0.1%+2+25.0%AddedHolders
Q3 20258$227<0.1%+4+100.0%AddedHolders
Q2 20254$106<0.1%00.0%UnchangedHolders
Q1 20254$106<0.1%+4NewHolders