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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BHVN holding history

Biohaven Ltd. 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.

BHVN overviewAll 13F holders of BHVNFull Q2 2026 holdings

Shares (Q2 2026)
1,650
Value
$24.6K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2024
Holdings of BHVN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,650$24.6K<0.1%+1,026+164.4%AddedHolders
Q1 2026624$5.28K<0.1%+73+13.2%AddedHolders
Q4 2025551$6.22K<0.1%+551NewHolders
Q2 20250$00.0%−250−100.0%Sold outHolders
Q1 2025250$6.01K<0.1%+241+2,677.8%AddedHolders
Q4 20249$337<0.1%+9NewHolders