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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EPRT holding history

Essential Properties Realty Trust, 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.

EPRT overviewAll 13F holders of EPRTFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of EPRT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−5−100.0%Sold outHolders
Q2 20255$160<0.1%00.0%UnchangedHolders
Q1 20255$164<0.1%+5NewHolders