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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CDT holding history

CDT Equity 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.

CDT overviewAll 13F holders of CDTFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2025
Holdings of CDT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−635−100.0%Sold outHolders
Q1 2025635$496<0.1%+635NewHolders