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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HCSG holding history

Healthcare Services Group 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.

HCSG overviewAll 13F holders of HCSGFull Q2 2026 holdings

Shares (Q2 2026)
213
Value
$5.23K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of HCSG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026213$5.23K<0.1%−48−18.4%ReducedHolders
Q1 2026261$4.84K<0.1%−16−5.8%ReducedHolders
Q4 2025277$5.30K<0.1%+82+42.1%AddedHolders
Q3 2025195$3.28K<0.1%+194+19,400.0%AddedHolders
Q2 20251$16<0.1%+1NewHolders
Q1 20250$00.0%−3−100.0%Sold outHolders
Q4 20243$35<0.1%−54−94.7%ReducedHolders
Q3 202457$637<0.1%+57NewHolders