Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

IR holding history

Ingersoll Rand 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.

IR overviewAll 13F holders of IRFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$1.23K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of IR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$1.23K<0.1%−1−6.3%ReducedHolders
Q1 202616$1.28K<0.1%00.0%UnchangedHolders
Q4 202516$1.27K<0.1%−3−15.8%ReducedHolders
Q3 202519$1.57K<0.1%−1−5.0%ReducedHolders
Q2 202520$1.66K<0.1%00.0%UnchangedHolders
Q1 202520$1.60K<0.1%+3+17.6%AddedHolders
Q4 202417$1.54K<0.1%+1+6.3%AddedHolders
Q3 202416$1.57K<0.1%00.0%UnchangedHolders
Q2 202416$1.45K<0.1%+4+33.3%AddedHolders
Q1 202412$1.14K<0.1%+5+71.4%AddedHolders
Q4 20237$542<0.1%00.0%UnchangedHolders
Q3 20237$447<0.1%00.0%UnchangedHolders
Q2 20237$458<0.1%00.0%UnchangedHolders
Q1 20237$408<0.1%00.0%UnchangedHolders
Q4 20227$366<0.1%–No prior filingHolders