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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HCAT holding history

Health Catalyst, 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.

HCAT overviewAll 13F holders of HCATFull Q2 2026 holdings

Shares (Q2 2026)
89
Value
$178
% of portfolio
<0.1%
Quarters held
2
Since Q1 2025
Holdings of HCAT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689$178<0.1%+89NewHolders
Q2 20250$00.0%−17−100.0%Sold outHolders
Q1 202517$78<0.1%+17NewHolders