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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

DAY holding history

Dayforce, 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.

DAY overviewAll 13F holders of DAYFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of DAY by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−462−100.0%Sold outHolders
Q4 2025462$32.0K<0.1%+373+419.1%AddedHolders
Q3 202589$6.16K<0.1%+78+709.1%AddedHolders
Q2 202511$610<0.1%+4+57.1%AddedHolders
Q1 20257$409<0.1%+5+250.0%AddedHolders
Q4 20242$146<0.1%00.0%UnchangedHolders
Q3 20242$123<0.1%−4−66.7%ReducedHolders
Q2 20246$298<0.1%+1+20.0%AddedHolders
Q1 20245$332<0.1%+2+66.7%AddedHolders
Q4 20233$202<0.1%00.0%UnchangedHolders
Q3 20233$204<0.1%00.0%UnchangedHolders
Q2 20233$201<0.1%−1−25.0%ReducedHolders
Q1 20234$293<0.1%+2+100.0%AddedHolders
Q4 20222$128<0.1%–No prior filingHolders