True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
FORR holding history
Forrester Research, 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.
FORR overviewAll 13F holders of FORRFull Q2 2026 holdings
- Shares (Q2 2026)
- 140
- Value
- $1.18K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 140 | $1.18K | <0.1% | +105+300.0% | Added | Holders |
| Q1 2026 | 35 | $199 | <0.1% | +29+483.3% | Added | Holders |
| Q4 2025 | 6 | $49 | <0.1% | −109−94.8% | Reduced | Holders |
| Q3 2025 | 115 | $1.22K | <0.1% | −24−17.3% | Reduced | Holders |
| Q2 2025 | 139 | $1.38K | <0.1% | +128+1,163.6% | Added | Holders |
| Q1 2025 | 11 | $102 | <0.1% | −65−85.5% | Reduced | Holders |
| Q4 2024 | 76 | $1.19K | <0.1% | +76 | New | Holders |