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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FLOC holding history

Flowco Holdings 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.

FLOC overviewAll 13F holders of FLOCFull Q2 2026 holdings

Shares (Q2 2026)
144
Value
$3.07K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of FLOC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026144$3.07K<0.1%00.0%UnchangedHolders
Q1 2026144$2.97K<0.1%00.0%UnchangedHolders
Q4 2025144$2.70K<0.1%+130+928.6%AddedHolders
Q3 202514$208<0.1%+9+180.0%AddedHolders
Q2 20255$90<0.1%+5NewHolders