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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CSGP holding history

Costar Group, 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.

CSGP overviewAll 13F holders of CSGPFull Q2 2026 holdings

Shares (Q2 2026)
3,179
Value
$90.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CSGP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,179$90.0K<0.1%+2,423+320.5%AddedHolders
Q1 2026756$30.5K<0.1%+478+171.9%AddedHolders
Q4 2025278$18.7K<0.1%+226+434.6%AddedHolders
Q3 202552$4.42K<0.1%−2−3.7%ReducedHolders
Q2 202554$4.38K<0.1%+17+45.9%AddedHolders
Q1 202537$2.96K<0.1%+22+146.7%AddedHolders
Q4 202415$1.10K<0.1%+3+25.0%AddedHolders
Q3 202412$906<0.1%00.0%UnchangedHolders
Q2 202412$890<0.1%+3+33.3%AddedHolders
Q1 20249$870<0.1%+4+80.0%AddedHolders
Q4 20235$437<0.1%00.0%UnchangedHolders
Q3 20235$385<0.1%00.0%UnchangedHolders
Q2 20235$445<0.1%00.0%UnchangedHolders
Q1 20235$345<0.1%00.0%UnchangedHolders
Q4 20225$386<0.1%–No prior filingHolders