True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
FIBK holding history
First Interstate Bancsystem 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.
FIBK overviewAll 13F holders of FIBKFull Q2 2026 holdings
- Shares (Q2 2026)
- 20
- Value
- $772
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | $772 | <0.1% | −2−9.1% | Reduced | Holders |
| Q1 2026 | 22 | $735 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 22 | $762 | <0.1% | +1+4.8% | Added | Holders |
| Q3 2025 | 21 | $670 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 21 | $606 | <0.1% | +20+2,000.0% | Added | Holders |
| Q1 2025 | 1 | $29 | <0.1% | +1 | New | Holders |