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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BRY holding history

Berry Corp (bry) 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.

BRY overviewAll 13F holders of BRYFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of BRY by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−416−100.0%Sold outHolders
Q3 2025416$1.57K<0.1%+368+766.7%AddedHolders
Q2 202548$133<0.1%−82−63.1%ReducedHolders
Q1 2025130$418<0.1%−203−61.0%ReducedHolders
Q4 2024333$1.38K<0.1%+333NewHolders