True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

COFS holding history

Choiceone Financial Services 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.

COFS overview All 13F holders of COFS Full Q2 2026 holdings

Shares (Q2 2026): 32
Value: $1.09K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of COFS by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32	$1.09K	<0.1%	+31+3,100.0%	Added	Holders
Q1 2026	1	$29	<0.1%	+1	New	Holders