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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HBNC holding history

Horizon Bancorp 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.

HBNC overviewAll 13F holders of HBNCFull Q2 2026 holdings

Shares (Q2 2026)
117
Value
$2.34K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2024
Holdings of HBNC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026117$2.34K<0.1%+2+1.7%AddedHolders
Q1 2026115$1.91K<0.1%−4−3.4%ReducedHolders
Q4 2025119$2.02K<0.1%+14+13.3%AddedHolders
Q3 2025105$1.68K<0.1%+88+517.6%AddedHolders
Q2 202517$262<0.1%+17NewHolders
Q4 20240$00.0%−75−100.0%Sold outHolders
Q3 202475$1.17K<0.1%+75NewHolders