True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

FWRG holding history

First Watch Restaurant Group, 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.

FWRG overview All 13F holders of FWRG Full Q2 2026 holdings

Shares (Q2 2026): 499
Value: $6.43K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of FWRG by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	499	$6.43K	<0.1%	+499	New	Holders
Q1 2026	0	$0	0.0%	−30−100.0%	Sold out	Holders
Q4 2025	30	$453	<0.1%	+30	New	Holders