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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ELS holding history

Equity Lifestyle 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.

ELS overviewAll 13F holders of ELSFull Q2 2026 holdings

Shares (Q2 2026)
453
Value
$29.2K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2024
Holdings of ELS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026453$29.2K<0.1%+442+4,018.2%AddedHolders
Q1 202611$687<0.1%+11NewHolders
Q3 20250$00.0%−68−100.0%Sold outHolders
Q2 202568$4.19K<0.1%+68NewHolders
Q4 20240$00.0%−57−100.0%Sold outHolders
Q3 202457$4.07K<0.1%+57NewHolders