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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CPA holding history

Copa Holdings, S.A. 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.

CPA overviewAll 13F holders of CPAFull Q2 2026 holdings

Shares (Q2 2026)
105
Value
$16.3K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of CPA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105$16.3K<0.1%+34+47.9%AddedHolders
Q1 202671$8.07K<0.1%+36+102.9%AddedHolders
Q4 202535$4.22K<0.1%+1+2.9%AddedHolders
Q3 202534$4.04K<0.1%+33+3,300.0%AddedHolders
Q2 20251$110<0.1%+1NewHolders