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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BASE holding history

Couchbase, 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.

BASE overviewAll 13F holders of BASEFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of BASE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−360−100.0%Sold outHolders
Q2 2025360$8.78K<0.1%+171+90.5%AddedHolders
Q1 2025189$2.98K<0.1%+29+18.1%AddedHolders
Q4 2024160$2.50K<0.1%+1+0.6%AddedHolders
Q3 2024159$2.56K<0.1%+159NewHolders