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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

FVR holding history

FrontView REIT, 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.

FVR overviewAll 13F holders of FVRFull Q2 2026 holdings

Shares (Q2 2026)
85
Value
$1.72K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of FVR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685$1.72K<0.1%00.0%UnchangedHolders
Q1 202685$1.31K<0.1%00.0%UnchangedHolders
Q4 202585$1.25K<0.1%+1+1.2%AddedHolders
Q3 202584$1.15K<0.1%00.0%UnchangedHolders
Q2 202584$1.01K<0.1%+84NewHolders