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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CI holding history

Cigna Group 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.

CI overviewAll 13F holders of CIFull Q2 2026 holdings

Shares (Q2 2026)
330
Value
$91.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026330$91.0K<0.1%+47+16.6%AddedHolders
Q1 2026283$75.5K<0.1%+125+79.1%AddedHolders
Q4 2025158$43.5K<0.1%+85+116.4%AddedHolders
Q3 202573$21.1K<0.1%−3−3.9%ReducedHolders
Q2 202576$25.2K<0.1%+18+31.0%AddedHolders
Q1 202558$19.2K<0.1%+55+1,833.3%AddedHolders
Q4 20243$895<0.1%−7−70.0%ReducedHolders
Q3 202410$3.46K<0.1%−2,589−99.6%ReducedHolders
Q2 20242,599$859.2K0.2%−2−0.1%ReducedHolders
Q1 20242,601$944.7K0.2%−99−3.7%ReducedHolders
Q4 20232,700$808.5K0.2%−45−1.6%ReducedHolders
Q3 20232,745$785.3K0.3%+2,740+54,800.0%AddedHolders
Q2 20235$1.40K<0.1%−20−80.0%ReducedHolders
Q1 202325$6.39K<0.1%+20+400.0%AddedHolders
Q4 20225$1.66K<0.1%–No prior filingHolders