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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FLO holding history

Flowers Foods 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.

FLO overviewAll 13F holders of FLOFull Q2 2026 holdings

Shares (Q2 2026)
3,378
Value
$26.7K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of FLO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,378$26.7K<0.1%+2,416+251.1%AddedHolders
Q1 2026962$7.84K<0.1%−1,658−63.3%ReducedHolders
Q4 20252,620$28.5K<0.1%+1,898+262.9%AddedHolders
Q3 2025722$9.42K<0.1%+622+622.0%AddedHolders
Q2 2025100$1.60K<0.1%+53+112.8%AddedHolders
Q1 202547$894<0.1%+47NewHolders
Q4 20240$00.0%−141−100.0%Sold outHolders
Q3 2024141$3.25K<0.1%+141NewHolders