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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CLX holding history

Clorox 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.

CLX overviewAll 13F holders of CLXFull Q2 2026 holdings

Shares (Q2 2026)
345
Value
$32.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CLX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026345$32.9K<0.1%+160+86.5%AddedHolders
Q1 2026185$19.2K<0.1%+178+2,542.9%AddedHolders
Q4 20257$706<0.1%−217−96.9%ReducedHolders
Q3 2025224$27.6K<0.1%+204+1,020.0%AddedHolders
Q2 202520$2.40K<0.1%−1−4.8%ReducedHolders
Q1 202521$3.09K<0.1%−84−80.0%ReducedHolders
Q4 2024105$17.1K<0.1%+18+20.7%AddedHolders
Q3 202487$14.2K<0.1%+82+1,640.0%AddedHolders
Q2 20245$683<0.1%00.0%UnchangedHolders
Q1 20245$766<0.1%+2+66.7%AddedHolders
Q4 20233$428<0.1%00.0%UnchangedHolders
Q3 20233$394<0.1%+1+50.0%AddedHolders
Q2 20232$319<0.1%00.0%UnchangedHolders
Q1 20232$317<0.1%00.0%UnchangedHolders
Q4 20222$281<0.1%–No prior filingHolders