True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

JELD holding history

JELD-WEN Holding, 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.

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

Shares (Q2 2026): 290
Value: $435
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of JELD by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	290	$435	<0.1%	+290	New	Holders
Q4 2025	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q3 2025	7	$35	<0.1%	+7	New	Holders
Q2 2025	0	$0	0.0%	−139−100.0%	Sold out	Holders
Q1 2025	139	$830	<0.1%	+139	New	Holders