Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

BTMD holding history

biote 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.

BTMD overviewAll 13F holders of BTMDFull Q2 2026 holdings

Shares (Q2 2026)
109
Value
$207
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of BTMD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026109$207<0.1%+82+303.7%AddedHolders
Q1 202627$37<0.1%−14−34.1%ReducedHolders
Q4 202541$107<0.1%+17+70.8%AddedHolders
Q3 202524$72<0.1%−114−82.6%ReducedHolders
Q2 2025138$555<0.1%+111+411.1%AddedHolders
Q1 202527$90<0.1%+27NewHolders