Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BEPC holding history

Brookfield Renewable 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.

BEPC overviewAll 13F holders of BEPCFull Q2 2026 holdings

Shares (Q2 2026)
55
Value
$2.04K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of BEPC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655$2.04K<0.1%−13−19.1%ReducedHolders
Q1 202668$2.71K<0.1%+56+466.7%AddedHolders
Q4 202512$461<0.1%+1+9.1%AddedHolders
Q3 202511$379<0.1%+7+175.0%AddedHolders
Q2 20254$132<0.1%+2+100.0%AddedHolders
Q1 20252$56<0.1%−4−66.7%ReducedHolders
Q4 20246$166<0.1%00.0%UnchangedHolders
Q3 20246$196<0.1%−2−25.0%ReducedHolders
Q2 20248$228<0.1%+3+60.0%AddedHolders
Q1 20245$123<0.1%+2+66.7%AddedHolders
Q4 20233$87<0.1%00.0%UnchangedHolders
Q3 20233$72<0.1%+1+50.0%AddedHolders
Q2 20232$64<0.1%+1+100.0%AddedHolders
Q1 20231$35<0.1%+1NewHolders