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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CMRE holding history

Costamare 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.

CMRE overviewAll 13F holders of CMREFull Q2 2026 holdings

Shares (Q2 2026)
82
Value
$1.15K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CMRE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682$1.15K<0.1%−9−9.9%ReducedHolders
Q1 202691$1.54K<0.1%00.0%UnchangedHolders
Q4 202591$1.44K<0.1%+9+11.0%AddedHolders
Q3 202582$977<0.1%+74+925.0%AddedHolders
Q2 20258$73<0.1%−56−87.5%ReducedHolders
Q1 202564$630<0.1%+64NewHolders