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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CFFI holding history

C & F 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.

CFFI overviewAll 13F holders of CFFIFull Q2 2026 holdings

Shares (Q2 2026)
1
Value
$80
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of CFFI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$80<0.1%+1NewHolders