True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CDXS holding history

Codexis, 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.

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

Shares (Q2 2026): 178
Value: $403
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of CDXS by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	178	$403	<0.1%	+138+345.0%	Added	Holders
Q1 2026	40	$66	<0.1%	+40	New	Holders
Q2 2025	0	$0	0.0%	−13−100.0%	Sold out	Holders
Q1 2025	13	$35	<0.1%	+13	New	Holders