Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

JLL holding history

Jones Lang Lasalle 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.

JLL overviewAll 13F holders of JLLFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$930
% of portfolio
<0.1%
Quarters held
10
Since Q4 2022
Holdings of JLL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$930<0.1%−30−90.9%ReducedHolders
Q1 202633$10.0K<0.1%−100−75.2%ReducedHolders
Q4 2025133$44.8K<0.1%+132+13,200.0%AddedHolders
Q3 20251$299<0.1%00.0%UnchangedHolders
Q2 20251$256<0.1%−4−80.0%ReducedHolders
Q1 20255$1.24K<0.1%+5NewHolders
Q4 20230$00.0%−1−100.0%Sold outHolders
Q3 20231$142<0.1%00.0%UnchangedHolders
Q2 20231$156<0.1%00.0%UnchangedHolders
Q1 20231$146<0.1%00.0%UnchangedHolders
Q4 20221$159<0.1%–No prior filingHolders