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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

EXLS holding history

ExlService Holdings, 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.

EXLS overviewAll 13F holders of EXLSFull Q2 2026 holdings

Shares (Q2 2026)
625
Value
$16.2K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of EXLS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026625$16.2K<0.1%−271−30.2%ReducedHolders
Q1 2026896$27.3K<0.1%+190+26.9%AddedHolders
Q4 2025706$30.0K<0.1%+257+57.2%AddedHolders
Q3 2025449$19.8K<0.1%+446+14,866.7%AddedHolders
Q2 20253$132<0.1%00.0%UnchangedHolders
Q1 20253$142<0.1%+3NewHolders