Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FIP holding history

FTAI Infrastructure 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.

FIP overviewAll 13F holders of FIPFull Q2 2026 holdings

Shares (Q2 2026)
11
Value
$52
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of FIP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611$52<0.1%−31−73.8%ReducedHolders
Q1 202642$208<0.1%−75−64.1%ReducedHolders
Q4 2025117$540<0.1%+117NewHolders
Q2 20250$00.0%−22−100.0%Sold outHolders
Q1 202522$100<0.1%+22NewHolders