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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

DGICA holding history

Donegal Group 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.

DGICA overviewAll 13F holders of DGICAFull Q2 2026 holdings

Shares (Q2 2026)
77
Value
$1.45K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of DGICA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202677$1.45K<0.1%−2−2.5%ReducedHolders
Q1 202679$1.36K<0.1%−4−4.8%ReducedHolders
Q4 202583$1.66K<0.1%+3+3.8%AddedHolders
Q3 202580$1.55K<0.1%−11−12.1%ReducedHolders
Q2 202591$1.82K<0.1%+3+3.4%AddedHolders
Q1 202588$1.73K<0.1%−41−31.8%ReducedHolders
Q4 2024129$2.00K<0.1%+129NewHolders