Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HALO holding history

Halozyme Therapeutics, 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.

HALO overviewAll 13F holders of HALOFull Q2 2026 holdings

Shares (Q2 2026)
152
Value
$11.9K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of HALO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152$11.9K<0.1%00.0%UnchangedHolders
Q1 2026152$9.82K<0.1%+80+111.1%AddedHolders
Q4 202572$4.85K<0.1%−58−44.6%ReducedHolders
Q3 2025130$9.54K<0.1%+108+490.9%AddedHolders
Q2 202522$1.15K<0.1%+20+1,000.0%AddedHolders
Q1 20252$128<0.1%+2NewHolders