True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
FFWM holding history
First Foundation 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.
FFWM overviewAll 13F holders of FFWMFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −60−100.0% | Sold out | Holders |
| Q1 2026 | 60 | $354 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 60 | $370 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 60 | $335 | <0.1% | +43+252.9% | Added | Holders |
| Q2 2025 | 17 | $87 | <0.1% | +17 | New | Holders |