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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FTV holding history

Fortive 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.

FTV overviewAll 13F holders of FTVFull Q2 2026 holdings

Shares (Q2 2026)
193
Value
$11.8K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of FTV by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026193$11.8K<0.1%+27+16.3%AddedHolders
Q1 2026166$9.18K<0.1%+82+97.6%AddedHolders
Q4 202584$4.64K<0.1%+52+162.5%AddedHolders
Q3 202532$1.57K<0.1%−444−93.3%ReducedHolders
Q2 2025476$24.8K<0.1%+424+815.4%AddedHolders
Q1 202552$3.81K<0.1%+39+300.0%AddedHolders
Q4 202413$975<0.1%00.0%UnchangedHolders
Q3 202413$1.03K<0.1%+1+8.3%AddedHolders
Q2 202412$890<0.1%+3+33.3%AddedHolders
Q1 20249$775<0.1%+4+80.0%AddedHolders
Q4 20235$369<0.1%00.0%UnchangedHolders
Q3 20235$371<0.1%00.0%UnchangedHolders
Q2 20235$374<0.1%00.0%UnchangedHolders
Q1 20235$341<0.1%00.0%UnchangedHolders
Q4 20225$321<0.1%–No prior filingHolders