True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
CARE holding history
Carter Bankshares, 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.
CARE overviewAll 13F holders of CAREFull Q2 2026 holdings
- Shares (Q2 2026)
- 88
- Value
- $2.99K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | $2.99K | <0.1% | +33+60.0% | Added | Holders |
| Q1 2026 | 55 | $1.28K | <0.1% | +1+1.9% | Added | Holders |
| Q4 2025 | 54 | $1.06K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 54 | $1.05K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 54 | $937 | <0.1% | +54 | New | Holders |