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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CDNA holding history

CareDx, 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.

CDNA overviewAll 13F holders of CDNAFull Q2 2026 holdings

Shares (Q2 2026)
160
Value
$4.56K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of CDNA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026160$4.56K<0.1%+8+5.3%AddedHolders
Q1 2026152$2.64K<0.1%+7+4.8%AddedHolders
Q4 2025145$2.73K<0.1%+13+9.8%AddedHolders
Q3 2025132$1.92K<0.1%+130+6,500.0%AddedHolders
Q2 20252$40<0.1%+2NewHolders
Q1 20250$00.0%−380−100.0%Sold outHolders
Q4 2024380$8.14K<0.1%+79+26.2%AddedHolders
Q3 2024301$9.40K<0.1%+301NewHolders