Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CAL holding history

Caleres 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.

CAL overviewAll 13F holders of CALFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$174
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of CAL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$174<0.1%+14NewHolders
Q1 20260$00.0%−9−100.0%Sold outHolders
Q4 20259$110<0.1%+1+12.5%AddedHolders
Q3 20258$105<0.1%+8NewHolders
Q2 20250$00.0%−27−100.0%Sold outHolders
Q1 202527$466<0.1%+27NewHolders