True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
GTM holding history
ZoomInfo Technologies 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.
GTM overviewAll 13F holders of GTMFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,780
- Value
- $5.22K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,780 | $5.22K | <0.1% | −4,133−69.9% | Reduced | Holders |
| Q1 2026 | 5,913 | $35.4K | <0.1% | −1,395−19.1% | Reduced | Holders |
| Q4 2025 | 7,308 | $74.3K | <0.1% | −637−8.0% | Reduced | Holders |
| Q3 2025 | 7,945 | $86.7K | <0.1% | +1,042+15.1% | Added | Holders |
| Q2 2025 | 6,903 | $69.9K | <0.1% | +6,373+1,202.5% | Added | Holders |
| Q1 2025 | 530 | $5.30K | <0.1% | +530 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −2−100.0% | Sold out | Holders |
| Q3 2023 | 2 | $33 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 2 | $51 | <0.1% | +1+100.0% | Added | Holders |
| Q1 2023 | 1 | $25 | <0.1% | +1 | New | Holders |