Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CNH holding history

CNH Industrial N.V. 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.

CNH overviewAll 13F holders of CNHFull Q2 2026 holdings

Shares (Q2 2026)
4,911
Value
$55.2K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of CNH by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,911$55.2K<0.1%00.0%UnchangedHolders
Q1 20264,911$54.0K<0.1%−641−11.5%ReducedHolders
Q4 20255,552$51.2K<0.1%+3,814+219.4%AddedHolders
Q3 20251,738$18.9K<0.1%+118+7.3%AddedHolders
Q2 20251,620$21.0K<0.1%+110+7.3%AddedHolders
Q1 20251,510$18.5K<0.1%+78+5.4%AddedHolders
Q4 20241,432$16.2K<0.1%00.0%UnchangedHolders
Q3 20241,432$15.9K<0.1%+1,432NewHolders