Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CCNE holding history

CNB 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.

CCNE overviewAll 13F holders of CCNEFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$68
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of CCNE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$68<0.1%00.0%UnchangedHolders
Q1 20262$58<0.1%00.0%UnchangedHolders
Q4 20252$53<0.1%+2NewHolders