Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

IP holding history

International Paper Co 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.

IP overviewAll 13F holders of IPFull Q2 2026 holdings

Shares (Q2 2026)
1,908
Value
$72.7K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of IP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,908$72.7K<0.1%+1,593+505.7%AddedHolders
Q1 2026315$11.2K<0.1%+240+320.0%AddedHolders
Q4 202575$2.96K<0.1%+18+31.6%AddedHolders
Q3 202557$2.65K<0.1%00.0%UnchangedHolders
Q2 202557$2.67K<0.1%+24+72.7%AddedHolders
Q1 202533$1.76K<0.1%+4+13.8%AddedHolders
Q4 202429$1.56K<0.1%+2+7.4%AddedHolders
Q3 202427$1.32K<0.1%00.0%UnchangedHolders
Q2 202427$1.17K<0.1%+7+35.0%AddedHolders
Q1 202420$781<0.1%+9+81.8%AddedHolders
Q4 202311$398<0.1%00.0%UnchangedHolders
Q3 202311$391<0.1%00.0%UnchangedHolders
Q2 202311$350<0.1%00.0%UnchangedHolders
Q1 202311$397<0.1%00.0%UnchangedHolders
Q4 202211$381<0.1%–No prior filingHolders