Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EDIT holding history

Editas Medicine, 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.

EDIT overviewAll 13F holders of EDITFull Q2 2026 holdings

Shares (Q2 2026)
412
Value
$1.33K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of EDIT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026412$1.33K<0.1%+80+24.1%AddedHolders
Q1 2026332$821<0.1%+188+130.6%AddedHolders
Q4 2025144$296<0.1%+15+11.6%AddedHolders
Q3 2025129$448<0.1%00.0%UnchangedHolders
Q2 2025129$284<0.1%−1,460−91.9%ReducedHolders
Q1 20251,589$1.84K<0.1%+1,246+363.3%AddedHolders
Q4 2024343$436<0.1%+223+185.8%AddedHolders
Q3 2024120$410<0.1%+120NewHolders