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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BTG holding history

B2GOLD Corp 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.

BTG overviewAll 13F holders of BTGFull Q2 2026 holdings

Shares (Q2 2026)
1
Value
$4
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of BTG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$4<0.1%00.0%UnchangedHolders
Q1 20261$5<0.1%00.0%UnchangedHolders
Q4 20251$5<0.1%00.0%UnchangedHolders
Q3 20251$5<0.1%00.0%UnchangedHolders
Q2 20251$4<0.1%00.0%UnchangedHolders
Q1 20251$3<0.1%00.0%UnchangedHolders
Q4 20241$3<0.1%00.0%UnchangedHolders
Q3 20241$4<0.1%00.0%UnchangedHolders
Q2 20241$3<0.1%−26−96.3%ReducedHolders
Q1 202427$71<0.1%+6+28.6%AddedHolders
Q4 202321$67<0.1%+7+50.0%AddedHolders
Q3 202314$41<0.1%+4+40.0%AddedHolders
Q2 202310$36<0.1%−1−9.1%ReducedHolders
Q1 202311$44<0.1%−196−94.7%ReducedHolders
Q4 2022207$739<0.1%–No prior filingHolders