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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

COCO holding history

Vita Coco Company, 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.

COCO overviewAll 13F holders of COCOFull Q2 2026 holdings

Shares (Q2 2026)
12
Value
$794
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of COCO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612$794<0.1%00.0%UnchangedHolders
Q1 202612$575<0.1%00.0%UnchangedHolders
Q4 202512$637<0.1%00.0%UnchangedHolders
Q3 202512$510<0.1%00.0%UnchangedHolders
Q2 202512$434<0.1%−6−33.3%ReducedHolders
Q1 202518$552<0.1%+6+50.0%AddedHolders
Q4 202412$443<0.1%00.0%UnchangedHolders
Q3 202412$340<0.1%+12NewHolders