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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FFIC holding history

Flushing Financial 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.

FFIC overviewAll 13F holders of FFICFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2024
Holdings of FFIC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−238−100.0%Sold outHolders
Q1 2026238$3.66K<0.1%−3−1.2%ReducedHolders
Q4 2025241$3.66K<0.1%+33+15.9%AddedHolders
Q3 2025208$2.87K<0.1%+197+1,790.9%AddedHolders
Q2 202511$131<0.1%−162−93.6%ReducedHolders
Q1 2025173$2.20K<0.1%+126+268.1%AddedHolders
Q4 202447$672<0.1%−86−64.7%ReducedHolders
Q3 2024133$1.94K<0.1%+133NewHolders