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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FLIC holding history

First of Long Island Corp 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.

FLIC overviewAll 13F holders of FLICFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2024
Holdings of FLIC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−56−100.0%Sold outHolders
Q1 202556$692<0.1%+56NewHolders
Q4 20240$00.0%−47−100.0%Sold outHolders
Q3 202447$605<0.1%+47NewHolders