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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HAFC holding history

Hanmi Financial 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.

HAFC overviewAll 13F holders of HAFCFull Q2 2026 holdings

Shares (Q2 2026)
532
Value
$17.2K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of HAFC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026532$17.2K<0.1%00.0%UnchangedHolders
Q1 2026532$14.0K<0.1%00.0%UnchangedHolders
Q4 2025532$14.4K<0.1%00.0%UnchangedHolders
Q3 2025532$13.1K<0.1%+54+11.3%AddedHolders
Q2 2025478$11.8K<0.1%−2−0.4%ReducedHolders
Q1 2025480$10.9K<0.1%+4+0.8%AddedHolders
Q4 2024476$11.2K<0.1%00.0%UnchangedHolders
Q3 2024476$8.85K<0.1%+476NewHolders