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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ESNT holding history

Essent Group Ltd. 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.

ESNT overviewAll 13F holders of ESNTFull Q2 2026 holdings

Shares (Q2 2026)
250
Value
$16.1K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of ESNT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026250$16.1K<0.1%−72−22.4%ReducedHolders
Q1 2026322$18.8K<0.1%−56−14.8%ReducedHolders
Q4 2025378$24.6K<0.1%+114+43.2%AddedHolders
Q3 2025264$16.8K<0.1%−62−19.0%ReducedHolders
Q2 2025326$19.8K<0.1%−382−54.0%ReducedHolders
Q1 2025708$40.9K<0.1%+472+200.0%AddedHolders
Q4 2024236$12.8K<0.1%+172+268.8%AddedHolders
Q3 202464$4.12K<0.1%−15,599−99.6%ReducedHolders
Q2 202415,663$880.1K0.2%+48+0.3%AddedHolders
Q1 202415,615$929.2K0.2%−256−1.6%ReducedHolders
Q4 202315,871$837.0K0.2%+15,871NewHolders