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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ASR holding history

Southeast Airport Group 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.

ASR overviewAll 13F holders of ASRFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$921
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ASR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$921<0.1%−5−62.5%ReducedHolders
Q1 20268$2.69K<0.1%+6+300.0%AddedHolders
Q4 20252$647<0.1%−2−50.0%ReducedHolders
Q3 20254$1.29K<0.1%+1+33.3%AddedHolders
Q2 20253$957<0.1%00.0%UnchangedHolders
Q1 20253$822<0.1%00.0%UnchangedHolders
Q4 20243$773<0.1%+1+50.0%AddedHolders
Q3 20242$566<0.1%+1+100.0%AddedHolders
Q2 20241$300<0.1%00.0%UnchangedHolders
Q1 20241$319<0.1%00.0%UnchangedHolders
Q4 20231$295<0.1%00.0%UnchangedHolders
Q3 20231$246<0.1%00.0%UnchangedHolders
Q2 20231$278<0.1%00.0%UnchangedHolders
Q1 20231$307<0.1%00.0%UnchangedHolders
Q4 20221$233<0.1%–No prior filingHolders