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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FSP holding history

Franklin Street Properties 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.

FSP overviewAll 13F holders of FSPFull Q2 2026 holdings

Shares (Q2 2026)
462
Value
$238
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of FSP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026462$238<0.1%+326+239.7%AddedHolders
Q1 2026136$91<0.1%+129+1,842.9%AddedHolders
Q4 20257$7<0.1%+3+75.0%AddedHolders
Q3 20254$7<0.1%+3+300.0%AddedHolders
Q2 20251$2<0.1%−15−93.8%ReducedHolders
Q1 202516$29<0.1%+16NewHolders