True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
BPOP holding history
Popular, 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.
BPOP overviewAll 13F holders of BPOPFull Q2 2026 holdings
- Shares (Q2 2026)
- 368
- Value
- $60.4K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 368 | $60.4K | <0.1% | +24+7.0% | Added | Holders |
| Q1 2026 | 344 | $46.2K | <0.1% | +32+10.3% | Added | Holders |
| Q4 2025 | 312 | $38.9K | <0.1% | −40−11.4% | Reduced | Holders |
| Q3 2025 | 352 | $44.7K | <0.1% | +255+262.9% | Added | Holders |
| Q2 2025 | 97 | $10.7K | <0.1% | +8+9.0% | Added | Holders |
| Q1 2025 | 89 | $8.22K | <0.1% | +67+304.5% | Added | Holders |
| Q4 2024 | 22 | $2.07K | <0.1% | −66−75.0% | Reduced | Holders |
| Q3 2024 | 88 | $8.82K | <0.1% | +88 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −12,586−100.0% | Sold out | Holders |
| Q3 2023 | 12,586 | $793.0K | 0.3% | +12,586 | New | Holders |