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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CLF holding history

Cleveland-Cliffs 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.

CLF overviewAll 13F holders of CLFFull Q2 2026 holdings

Shares (Q2 2026)
372
Value
$3.49K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CLF by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026372$3.49K<0.1%00.0%UnchangedHolders
Q1 2026372$3.14K<0.1%00.0%UnchangedHolders
Q4 2025372$4.94K<0.1%−9−2.4%ReducedHolders
Q3 2025381$4.65K<0.1%+9+2.4%AddedHolders
Q2 2025372$2.83K<0.1%−1,931−83.8%ReducedHolders
Q1 20252,303$18.9K<0.1%+2,053+821.2%AddedHolders
Q4 2024250$2.35K<0.1%−11−4.2%ReducedHolders
Q3 2024261$3.33K<0.1%−24−8.4%ReducedHolders
Q2 2024285$4.39K<0.1%+9+3.3%AddedHolders
Q1 2024276$6.28K<0.1%+8+3.0%AddedHolders
Q4 2023268$5.47K<0.1%+2+0.8%AddedHolders
Q3 2023266$4.16K<0.1%00.0%UnchangedHolders
Q2 2023266$4.46K<0.1%−1,000−79.0%ReducedHolders
Q1 20231,266$23.2K<0.1%+4+0.3%AddedHolders
Q4 20221,262$20.3K<0.1%–No prior filingHolders