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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HLIT holding history

Harmonic 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.

HLIT overviewAll 13F holders of HLITFull Q2 2026 holdings

Shares (Q2 2026)
301
Value
$4.92K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of HLIT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026301$4.92K<0.1%00.0%UnchangedHolders
Q1 2026301$2.70K<0.1%−31−9.3%ReducedHolders
Q4 2025332$3.28K<0.1%+154+86.5%AddedHolders
Q3 2025178$1.81K<0.1%+109+158.0%AddedHolders
Q2 202569$654<0.1%−167−70.8%ReducedHolders
Q1 2025236$2.26K<0.1%+230+3,833.3%AddedHolders
Q4 20246$80<0.1%−572−99.0%ReducedHolders
Q3 2024578$8.42K<0.1%+578NewHolders