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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CTRI holding history

Centuri Holdings, 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.

CTRI overviewAll 13F holders of CTRIFull Q2 2026 holdings

Shares (Q2 2026)
145
Value
$4.38K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CTRI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026145$4.38K<0.1%−15−9.4%ReducedHolders
Q1 2026160$4.67K<0.1%00.0%UnchangedHolders
Q4 2025160$4.04K<0.1%+11+7.4%AddedHolders
Q3 2025149$3.15K<0.1%00.0%UnchangedHolders
Q2 2025149$3.34K<0.1%+145+3,625.0%AddedHolders
Q1 20254$66<0.1%+4NewHolders