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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

IBEX holding history

IBEX Ltd 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.

IBEX overviewAll 13F holders of IBEXFull Q2 2026 holdings

Shares (Q2 2026)
68
Value
$2.07K
% of portfolio
<0.1%
Quarters held
5
Since Q3 2024
Holdings of IBEX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668$2.07K<0.1%+20+41.7%AddedHolders
Q1 202648$1.29K<0.1%+38+380.0%AddedHolders
Q4 202510$382<0.1%−17−63.0%ReducedHolders
Q3 202527$1.09K<0.1%+27NewHolders
Q4 20240$00.0%−1−100.0%Sold outHolders
Q3 20241$20<0.1%+1NewHolders