Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BHE holding history

Benchmark Electronics 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.

BHE overviewAll 13F holders of BHEFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2024
Holdings of BHE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−80−100.0%Sold outHolders
Q1 202580$3.04K<0.1%+49+158.1%AddedHolders
Q4 202431$1.41K<0.1%00.0%UnchangedHolders
Q3 202431$1.37K<0.1%+31NewHolders