Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FRPH holding history

FRP 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.

FRPH overviewAll 13F holders of FRPHFull Q2 2026 holdings

Shares (Q2 2026)
37
Value
$925
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of FRPH by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637$925<0.1%+6+19.4%AddedHolders
Q1 202631$679<0.1%+5+19.2%AddedHolders
Q4 202526$593<0.1%+6+30.0%AddedHolders
Q3 202520$488<0.1%+14+233.3%AddedHolders
Q2 20256$162<0.1%−20−76.9%ReducedHolders
Q1 202526$743<0.1%00.0%UnchangedHolders
Q4 202426$797<0.1%+26NewHolders