True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
BWFG holding history
Bankwell Financial Group, 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.
BWFG overviewAll 13F holders of BWFGFull Q2 2026 holdings
- Shares (Q2 2026)
- 7
- Value
- $412
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $412 | <0.1% | +2+40.0% | Added | Holders |
| Q1 2026 | 5 | $243 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 5 | $230 | <0.1% | +1+25.0% | Added | Holders |
| Q3 2025 | 4 | $177 | <0.1% | +3+300.0% | Added | Holders |
| Q2 2025 | 1 | $37 | <0.1% | −1−50.0% | Reduced | Holders |
| Q1 2025 | 2 | $61 | <0.1% | +2 | New | Holders |