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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

H holding history

Hyatt Hotels 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.

H overviewAll 13F holders of HFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$3.68K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of H by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$3.68K<0.1%−16−45.7%ReducedHolders
Q1 202635$5.03K<0.1%+16+84.2%AddedHolders
Q4 202519$3.05K<0.1%−1−5.0%ReducedHolders
Q3 202520$2.84K<0.1%+5+33.3%AddedHolders
Q2 202515$2.10K<0.1%+10+200.0%AddedHolders
Q1 20255$613<0.1%+2+66.7%AddedHolders
Q4 20243$471<0.1%00.0%UnchangedHolders
Q3 20243$457<0.1%00.0%UnchangedHolders
Q2 20243$456<0.1%+1+50.0%AddedHolders
Q1 20242$320<0.1%+1+100.0%AddedHolders
Q4 20231$131<0.1%00.0%UnchangedHolders
Q3 20231$107<0.1%00.0%UnchangedHolders
Q2 20231$115<0.1%00.0%UnchangedHolders
Q1 20231$112<0.1%00.0%UnchangedHolders
Q4 20221$90<0.1%–No prior filingHolders