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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

CXM holding history

Sprinklr, 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.

CXM overviewAll 13F holders of CXMFull Q2 2026 holdings

Shares (Q2 2026)
1,047
Value
$5.40K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CXM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,047$5.40K<0.1%+413+65.1%AddedHolders
Q1 2026634$3.80K<0.1%+520+456.1%AddedHolders
Q4 2025114$887<0.1%−25−18.0%ReducedHolders
Q3 2025139$1.07K<0.1%−62−30.8%ReducedHolders
Q2 2025201$1.70K<0.1%+164+443.2%AddedHolders
Q1 202537$309<0.1%+37NewHolders