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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FUN holding history

Six Flags Entertainment Corporation 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.

FUN overviewAll 13F holders of FUNFull Q2 2026 holdings

Shares (Q2 2026)
138
Value
$2.94K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of FUN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026138$2.94K<0.1%−14−9.2%ReducedHolders
Q1 2026152$2.70K<0.1%−174−53.4%ReducedHolders
Q4 2025326$5.00K<0.1%−170−34.3%ReducedHolders
Q3 2025496$11.3K<0.1%00.0%UnchangedHolders
Q2 2025496$15.1K<0.1%00.0%UnchangedHolders
Q1 2025496$17.7K<0.1%−20−3.9%ReducedHolders
Q4 2024516$24.9K<0.1%00.0%UnchangedHolders
Q3 2024516$20.8K<0.1%00.0%UnchangedHolders
Q2 2024516$28.0K<0.1%00.0%UnchangedHolders
Q1 2024516$21.6K<0.1%00.0%UnchangedHolders
Q4 2023516$20.5K<0.1%00.0%UnchangedHolders
Q3 2023516$19.1K<0.1%00.0%UnchangedHolders
Q2 2023516$20.6K<0.1%00.0%UnchangedHolders
Q1 2023516$23.6K<0.1%00.0%UnchangedHolders
Q4 2022516$21.3K<0.1%–No prior filingHolders