True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

BMI holding history

Badger Meter 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.

BMI overview All 13F holders of BMI Full Q2 2026 holdings

Shares (Q2 2026): 28
Value: $4.16K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of BMI by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28	$4.16K	<0.1%	+28	New	Holders
Q3 2025	0	$0	0.0%	−15−100.0%	Sold out	Holders
Q2 2025	15	$3.67K	<0.1%	+12+400.0%	Added	Holders
Q1 2025	3	$571	<0.1%	+3	New	Holders