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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HTLD holding history

Heartland Express 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.

HTLD overviewAll 13F holders of HTLDFull Q2 2026 holdings

Shares (Q2 2026)
24
Value
$366
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of HTLD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624$366<0.1%00.0%UnchangedHolders
Q1 202624$250<0.1%00.0%UnchangedHolders
Q4 202524$217<0.1%−155−86.6%ReducedHolders
Q3 2025179$1.50K<0.1%−242−57.5%ReducedHolders
Q2 2025421$3.64K<0.1%+211+100.5%AddedHolders
Q1 2025210$1.94K<0.1%+23+12.3%AddedHolders
Q4 2024187$2.10K<0.1%+187NewHolders