True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

EVTC holding history

EVERTEC, 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.

EVTC overview All 13F holders of EVTC Full Q2 2026 holdings

Shares (Q2 2026): 559
Value: $15.5K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of EVTC by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	559	$15.5K	<0.1%	+464+488.4%	Added	Holders
Q1 2026	95	$2.68K	<0.1%	+91+2,275.0%	Added	Holders
Q4 2025	4	$117	<0.1%	−47−92.2%	Reduced	Holders
Q3 2025	51	$1.72K	<0.1%	+51	New	Holders