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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FCN holding history

Fti Consulting, 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.

FCN overviewAll 13F holders of FCNFull Q2 2026 holdings

Shares (Q2 2026)
55
Value
$8.20K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of FCN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655$8.20K<0.1%−111−66.9%ReducedHolders
Q1 2026166$29.3K<0.1%+125+304.9%AddedHolders
Q4 202541$7.00K<0.1%+32+355.6%AddedHolders
Q3 20259$1.46K<0.1%+7+350.0%AddedHolders
Q2 20252$323<0.1%+2NewHolders
Q1 20250$00.0%−65−100.0%Sold outHolders
Q4 202465$12.4K<0.1%−101−60.8%ReducedHolders
Q3 2024166$37.8K<0.1%+166NewHolders