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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ETN holding history

Eaton Corp plc 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.

ETN overviewAll 13F holders of ETNFull Q2 2026 holdings

Shares (Q2 2026)
73
Value
$31.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ETN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202673$31.1K<0.1%−14−16.1%ReducedHolders
Q1 202687$31.1K<0.1%+24+38.1%AddedHolders
Q4 202563$20.1K<0.1%−4−6.0%ReducedHolders
Q3 202567$25.0K<0.1%00.0%UnchangedHolders
Q2 202567$23.9K<0.1%+32+91.4%AddedHolders
Q1 202535$9.47K<0.1%−146−80.7%ReducedHolders
Q4 2024181$60.0K<0.1%+26+16.8%AddedHolders
Q3 2024155$51.4K<0.1%+146+1,622.2%AddedHolders
Q2 20249$2.82K<0.1%+2+28.6%AddedHolders
Q1 20247$2.19K<0.1%+3+75.0%AddedHolders
Q4 20234$964<0.1%00.0%UnchangedHolders
Q3 20234$854<0.1%00.0%UnchangedHolders
Q2 20234$805<0.1%00.0%UnchangedHolders
Q1 20234$686<0.1%00.0%UnchangedHolders
Q4 20224$628<0.1%–No prior filingHolders