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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FLEX holding history

Flex Ltd. 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.

FLEX overviewAll 13F holders of FLEXFull Q2 2026 holdings

Shares (Q2 2026)
328
Value
$53.2K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of FLEX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026328$53.2K<0.1%+2+0.6%AddedHolders
Q1 2026326$21.3K<0.1%−3−0.9%ReducedHolders
Q4 2025329$19.9K<0.1%+20+6.5%AddedHolders
Q3 2025309$17.9K<0.1%+3+1.0%AddedHolders
Q2 2025306$15.3K<0.1%+250+446.4%AddedHolders
Q1 202556$1.85K<0.1%+10+21.7%AddedHolders
Q4 202446$1.77K<0.1%+5+12.2%AddedHolders
Q3 202441$1.37K<0.1%+6+17.1%AddedHolders
Q2 202435$1.03K<0.1%−2−5.4%ReducedHolders
Q1 202437$1.06K<0.1%+15+68.2%AddedHolders
Q4 202322$671<0.1%00.0%UnchangedHolders
Q3 202322$594<0.1%00.0%UnchangedHolders
Q2 202322$609<0.1%00.0%UnchangedHolders
Q1 202322$507<0.1%00.0%UnchangedHolders
Q4 202222$472<0.1%–No prior filingHolders