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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ITRI holding history

Itron, 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.

ITRI overviewAll 13F holders of ITRIFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of ITRI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−13−100.0%Sold outHolders
Q3 202513$1.62K<0.1%00.0%UnchangedHolders
Q2 202513$1.71K<0.1%+5+62.5%AddedHolders
Q1 20258$839<0.1%−71−89.9%ReducedHolders
Q4 202479$8.58K<0.1%+14+21.5%AddedHolders
Q3 202465$6.94K<0.1%+65NewHolders