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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FFIV holding history

F5, 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.

FFIV overviewAll 13F holders of FFIVFull Q2 2026 holdings

Shares (Q2 2026)
211
Value
$87.8K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of FFIV by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026211$87.8K<0.1%+150+245.9%AddedHolders
Q1 202661$17.6K<0.1%+51+510.0%AddedHolders
Q4 202510$2.55K<0.1%−260−96.3%ReducedHolders
Q3 2025270$87.3K<0.1%+85+45.9%AddedHolders
Q2 2025185$54.5K<0.1%+135+270.0%AddedHolders
Q1 202550$13.3K<0.1%+45+900.0%AddedHolders
Q4 20245$1.26K<0.1%+1+25.0%AddedHolders
Q3 20244$881<0.1%00.0%UnchangedHolders
Q2 20244$689<0.1%−4,813−99.9%ReducedHolders
Q1 20244,817$913.3K0.2%−377−7.3%ReducedHolders
Q4 20235,194$929.6K0.3%−177−3.3%ReducedHolders
Q3 20235,371$865.5K0.3%+5,369+268,450.0%AddedHolders
Q2 20232$293<0.1%00.0%UnchangedHolders
Q1 20232$292<0.1%00.0%UnchangedHolders
Q4 20222$287<0.1%–No prior filingHolders