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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EFOR holding history

Everforth 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.

EFOR overviewAll 13F holders of EFORFull Q2 2026 holdings

Shares (Q2 2026)
328
Value
$5.86K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of EFOR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026328$5.86K<0.1%+18+5.8%AddedHolders
Q1 2026310$12.0K<0.1%+266+604.5%AddedHolders
Q4 202544$2.12K<0.1%−113−72.0%ReducedHolders
Q3 2025157$7.43K<0.1%+157NewHolders
Q2 20250$00.0%−29−100.0%Sold outHolders
Q1 202529$1.83K<0.1%+29NewHolders