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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ELME holding history

Elme Communities 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.

ELME overviewAll 13F holders of ELMEFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of ELME by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−878−100.0%Sold outHolders
Q1 2026878$1.76K<0.1%+851+3,151.9%AddedHolders
Q4 202527$470<0.1%−14−34.1%ReducedHolders
Q3 202541$692<0.1%+41NewHolders
Q2 20250$00.0%−15−100.0%Sold outHolders
Q1 202515$261<0.1%+15NewHolders