True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CCB holding history

Coastal Financial 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.

CCB overview All 13F holders of CCB Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of CCB by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−3−100.0%	Sold out	Holders
Q4 2025	3	$344	<0.1%	00.0%	Unchanged	Holders
Q3 2025	3	$325	<0.1%	00.0%	Unchanged	Holders
Q2 2025	3	$291	<0.1%	+3	New	Holders