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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ETR holding history

Entergy Corp 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.

ETR overviewAll 13F holders of ETRFull Q2 2026 holdings

Shares (Q2 2026)
56
Value
$6.43K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ETR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656$6.43K<0.1%−68−54.8%ReducedHolders
Q1 2026124$13.9K<0.1%+68+121.4%AddedHolders
Q4 202556$5.18K<0.1%−3−5.1%ReducedHolders
Q3 202559$5.50K<0.1%+1+1.7%AddedHolders
Q2 202558$4.82K<0.1%+26+81.3%AddedHolders
Q1 202532$2.74K<0.1%+18+128.6%AddedHolders
Q4 202414$1.06K<0.1%+2+16.7%AddedConverted for a 2-for-1 splitHolders
Q3 20246$790<0.1%+1+20.0%AddedHolders
Q2 20245$535<0.1%00.0%UnchangedHolders
Q1 20245$529<0.1%+2+66.7%AddedHolders
Q4 20233$304<0.1%00.0%UnchangedHolders
Q3 20233$278<0.1%00.0%UnchangedHolders
Q2 20233$293<0.1%00.0%UnchangedHolders
Q1 20233$324<0.1%00.0%UnchangedHolders
Q4 20223$338<0.1%–No prior filingHolders