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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

IPGP holding history

Ipg Photonics Corp 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.

IPGP overviewAll 13F holders of IPGPFull Q2 2026 holdings

Shares (Q2 2026)
450
Value
$52.8K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of IPGP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026450$52.8K<0.1%00.0%UnchangedHolders
Q1 2026450$51.6K<0.1%−18−3.8%ReducedHolders
Q4 2025468$33.5K<0.1%−1−0.2%ReducedHolders
Q3 2025469$37.1K<0.1%+73+18.4%AddedHolders
Q2 2025396$27.2K<0.1%+373+1,621.7%AddedHolders
Q1 202523$1.45K<0.1%−67−74.4%ReducedHolders
Q4 202490$6.54K<0.1%00.0%UnchangedHolders
Q3 202490$6.69K<0.1%+90NewHolders