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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EL holding history

Estee Lauder Companies 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.

EL overviewAll 13F holders of ELFull Q2 2026 holdings

Shares (Q2 2026)
150
Value
$11.8K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of EL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150$11.8K<0.1%+45+42.9%AddedHolders
Q1 2026105$7.54K<0.1%+3+2.9%AddedHolders
Q4 2025102$10.7K<0.1%00.0%UnchangedHolders
Q3 2025102$8.99K<0.1%+5+5.2%AddedHolders
Q2 202597$7.84K<0.1%+83+592.9%AddedHolders
Q1 202514$924<0.1%00.0%UnchangedHolders
Q4 202414$1.05K<0.1%−520−97.4%ReducedHolders
Q3 2024534$53.2K<0.1%+79+17.4%AddedHolders
Q2 2024455$48.4K<0.1%00.0%UnchangedHolders
Q1 2024455$70.1K<0.1%+2+0.4%AddedHolders
Q4 2023453$66.3K<0.1%00.0%UnchangedHolders
Q3 2023453$65.5K<0.1%00.0%UnchangedHolders
Q2 2023453$89.0K<0.1%00.0%UnchangedHolders
Q1 2023453$111.6K<0.1%00.0%UnchangedHolders
Q4 2022453$112.4K0.1%–No prior filingHolders