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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FULT holding history

Fulton Financial 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.

FULT overviewAll 13F holders of FULTFull Q2 2026 holdings

Shares (Q2 2026)
173
Value
$4.18K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of FULT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026173$4.18K<0.1%00.0%UnchangedHolders
Q1 2026173$3.52K<0.1%00.0%UnchangedHolders
Q4 2025173$3.35K<0.1%−2−1.1%ReducedHolders
Q3 2025175$3.26K<0.1%00.0%UnchangedHolders
Q2 2025175$3.16K<0.1%+173+8,650.0%AddedHolders
Q1 20252$37<0.1%+2NewHolders