True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
AVDX holding history
AvidXchange Holdings, 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.
AVDX overviewAll 13F holders of AVDXFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −350−100.0% | Sold out | Holders |
| Q3 2025 | 350 | $3.48K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 350 | $3.43K | <0.1% | +303+644.7% | Added | Holders |
| Q1 2025 | 47 | $399 | <0.1% | −295−86.3% | Reduced | Holders |
| Q4 2024 | 342 | $3.54K | <0.1% | +37+12.1% | Added | Holders |
| Q3 2024 | 305 | $2.47K | <0.1% | +305 | New | Holders |