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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CL holding history

Colgate Palmolive Co 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.

CL overviewAll 13F holders of CLFull Q2 2026 holdings

Shares (Q2 2026)
1,409
Value
$129.2K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,409$129.2K<0.1%+713+102.4%AddedHolders
Q1 2026696$59.3K<0.1%+119+20.6%AddedHolders
Q4 2025577$45.6K<0.1%+345+148.7%AddedHolders
Q3 2025232$18.6K<0.1%+19+8.9%AddedHolders
Q2 2025213$19.4K<0.1%+21+10.9%AddedHolders
Q1 2025192$18.0K<0.1%−43−18.3%ReducedHolders
Q4 2024235$21.3K<0.1%−483−67.3%ReducedHolders
Q3 2024718$74.5K<0.1%+672+1,460.9%AddedHolders
Q2 202446$4.44K<0.1%+4+9.5%AddedHolders
Q1 202442$3.76K<0.1%+7+20.0%AddedHolders
Q4 202335$2.77K<0.1%00.0%UnchangedHolders
Q3 202335$2.47K<0.1%00.0%UnchangedHolders
Q2 202335$2.68K<0.1%00.0%UnchangedHolders
Q1 202335$2.61K<0.1%00.0%UnchangedHolders
Q4 202235$2.74K<0.1%–No prior filingHolders