True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

ITUB holding history

Itau Unibanco Holding S.A. 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.

ITUB overview All 13F holders of ITUB Full Q2 2026 holdings

Shares (Q2 2026): 265
Value: $2.17K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of ITUB by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	265	$2.17K	<0.1%	+39+17.3%	Added	Holders
Q1 2026	226	$1.89K	<0.1%	+105+86.8%	Added	Holders
Q4 2025	121	$863	<0.1%	+4+3.4%	Added	Holders
Q3 2025	117	$859	<0.1%	+117	New	Holders