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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

JBL holding history

Jabil 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.

JBL overviewAll 13F holders of JBLFull Q2 2026 holdings

Shares (Q2 2026)
182
Value
$70.2K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of JBL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026182$70.2K<0.1%+74+68.5%AddedHolders
Q1 2026108$28.7K<0.1%+3+2.9%AddedHolders
Q4 2025105$23.9K<0.1%−35−25.0%ReducedHolders
Q3 2025140$30.4K<0.1%+100+250.0%AddedHolders
Q2 202540$8.72K<0.1%−283−87.6%ReducedHolders
Q1 2025323$44.0K<0.1%+7+2.2%AddedHolders
Q4 2024316$45.5K<0.1%+307+3,411.1%AddedHolders
Q3 20249$1.08K<0.1%−39−81.3%ReducedHolders
Q2 202448$5.22K<0.1%+3+6.7%AddedHolders
Q1 202445$6.03K<0.1%+3+7.1%AddedHolders
Q4 202342$5.35K<0.1%−1−2.3%ReducedHolders
Q3 202343$5.46K<0.1%+41+2,050.0%AddedHolders
Q2 20232$216<0.1%+1+100.0%AddedHolders
Q1 20231$89<0.1%+1NewHolders