True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
EGP holding history
Eastgroup Properties 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.
EGP overviewAll 13F holders of EGPFull Q2 2026 holdings
- Shares (Q2 2026)
- 216
- Value
- $43.7K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 216 | $43.7K | <0.1% | +28+14.9% | Added | Holders |
| Q1 2026 | 188 | $34.8K | <0.1% | +21+12.6% | Added | Holders |
| Q4 2025 | 167 | $29.8K | <0.1% | +6+3.7% | Added | Holders |
| Q3 2025 | 161 | $27.3K | <0.1% | +99+159.7% | Added | Holders |
| Q2 2025 | 62 | $10.4K | <0.1% | +21+51.2% | Added | Holders |
| Q1 2025 | 41 | $7.22K | <0.1% | +41 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q1 2023 | 3 | $496 | <0.1% | +3 | New | Holders |