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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BNL holding history

Broadstone Net Lease, 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.

BNL overviewAll 13F holders of BNLFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of BNL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−36−100.0%Sold outHolders
Q1 202636$658<0.1%00.0%UnchangedHolders
Q4 202536$626<0.1%00.0%UnchangedHolders
Q3 202536$644<0.1%+36NewHolders
Q2 20250$00.0%−24−100.0%Sold outHolders
Q1 202524$409<0.1%+24NewHolders