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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

HZO holding history

Marinemax 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.

HZO overviewAll 13F holders of HZOFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of HZO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−42−100.0%Sold outHolders
Q1 202642$1.14K<0.1%+42NewHolders
Q4 20250$00.0%−9−100.0%Sold outHolders
Q3 20259$228<0.1%00.0%UnchangedHolders
Q2 20259$227<0.1%−7−43.8%ReducedHolders
Q1 202516$344<0.1%+16NewHolders