Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
954
Value
$206.5K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of BA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026954$206.5K<0.1%+507+113.4%AddedHolders
Q1 2026447$89.0K<0.1%+149+50.0%AddedHolders
Q4 2025298$64.7K<0.1%+85+39.9%AddedHolders
Q3 2025213$45.9K<0.1%+11+5.4%AddedHolders
Q2 2025202$42.3K<0.1%+67+49.6%AddedHolders
Q1 2025135$23.0K<0.1%+32+31.1%AddedHolders
Q4 2024103$18.2K<0.1%+3+3.0%AddedHolders
Q3 2024100$15.2K<0.1%00.0%UnchangedHolders
Q2 2024100$18.2K<0.1%00.0%UnchangedHolders
Q1 2024100$19.3K<0.1%00.0%UnchangedHolders
Q4 2023100$26.1K<0.1%00.0%UnchangedHolders
Q3 2023100$19.2K<0.1%00.0%UnchangedHolders
Q2 2023100$21.1K<0.1%−73−42.2%ReducedHolders
Q1 2023173$36.8K<0.1%00.0%UnchangedHolders
Q4 2022173$33.0K<0.1%–No prior filingHolders