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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HOMB holding history

Home Bancshares 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.

HOMB overviewAll 13F holders of HOMBFull Q2 2026 holdings

Shares (Q2 2026)
1,039
Value
$29.7K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of HOMB by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,039$29.7K<0.1%+1,039NewHolders
Q1 20260$00.0%−11−100.0%Sold outHolders
Q4 202511$306<0.1%−43−79.6%ReducedHolders
Q3 202554$1.53K<0.1%−22−28.9%ReducedHolders
Q2 202576$2.16K<0.1%00.0%UnchangedHolders
Q1 202576$2.15K<0.1%+76NewHolders