True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

DFIN holding history

Donnelley Financial Solutions, 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.

DFIN overview All 13F holders of DFIN Full Q2 2026 holdings

Shares (Q2 2026): 57
Value: $2.39K
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2025

Holdings of DFIN by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	57	$2.39K	<0.1%	+57	New	Holders
Q4 2025	0	$0	0.0%	−11−100.0%	Sold out	Holders
Q3 2025	11	$566	<0.1%	00.0%	Unchanged	Holders
Q2 2025	11	$679	<0.1%	00.0%	Unchanged	Holders
Q1 2025	11	$481	<0.1%	+11	New	Holders