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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CVCO holding history

Cavco Industries, 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.

CVCO overviewAll 13F holders of CVCOFull Q2 2026 holdings

Shares (Q2 2026)
1
Value
$615
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of CVCO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$615<0.1%−1−50.0%ReducedHolders
Q1 20262$969<0.1%+1+100.0%AddedHolders
Q4 20251$591<0.1%00.0%UnchangedHolders
Q3 20251$581<0.1%−9−90.0%ReducedHolders
Q2 202510$4.34K<0.1%+1+11.1%AddedHolders
Q1 20259$4.68K<0.1%00.0%UnchangedHolders
Q4 20249$4.02K<0.1%+9NewHolders