Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CNXN holding history

PC Connection 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.

CNXN overviewAll 13F holders of CNXNFull Q2 2026 holdings

Shares (Q2 2026)
42
Value
$3.07K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of CNXN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642$3.07K<0.1%−26−38.2%ReducedHolders
Q1 202668$3.98K<0.1%−41−37.6%ReducedHolders
Q4 2025109$6.30K<0.1%−69−38.8%ReducedHolders
Q3 2025178$11.0K<0.1%+17+10.6%AddedHolders
Q2 2025161$10.6K<0.1%+91+130.0%AddedHolders
Q1 202570$4.37K<0.1%+70NewHolders
Q4 20240$00.0%−31−100.0%Sold outHolders
Q3 202431$2.34K<0.1%+31NewHolders