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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FBNC holding history

First Bancorp 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.

FBNC overviewAll 13F holders of FBNCFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of FBNC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−18−100.0%Sold outHolders
Q1 202618$1.01K<0.1%00.0%UnchangedHolders
Q4 202518$915<0.1%00.0%UnchangedHolders
Q3 202518$953<0.1%00.0%UnchangedHolders
Q2 202518$794<0.1%00.0%UnchangedHolders
Q1 202518$723<0.1%+18NewHolders