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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

COIN holding history

Coinbase Global, 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.

COIN overviewAll 13F holders of COINFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$2.49K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2022
Holdings of COIN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$2.49K<0.1%+3+21.4%AddedHolders
Q1 202614$2.44K<0.1%00.0%UnchangedHolders
Q4 202514$3.17K<0.1%−1−6.7%ReducedHolders
Q3 202515$5.06K<0.1%+2+15.4%AddedHolders
Q2 202513$4.56K<0.1%+10+333.3%AddedHolders
Q1 20253$517<0.1%+3NewHolders
Q2 20230$00.0%−25−100.0%Sold outHolders
Q1 202325$1.69K<0.1%00.0%UnchangedHolders
Q4 202225$885<0.1%–No prior filingHolders