True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CIRC holding history

CIRCLE8 Group 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.

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

Shares (Q2 2026): 242
Value: $223
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of CIRC by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	242	$223	<0.1%	+229+1,761.5%	Added	Holders
Q1 2026	13	$40	<0.1%	+13	New	Holders
Q4 2025	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q3 2025	2	$7	<0.1%	+2	New	Holders