True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
KIM holding history
Kimco Realty Corp 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.
KIM overviewAll 13F holders of KIMFull Q2 2026 holdings
- Shares (Q2 2026)
- 114
- Value
- $2.89K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | $2.89K | <0.1% | +80+235.3% | Added | Holders |
| Q1 2026 | 34 | $764 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 34 | $690 | <0.1% | −221−86.7% | Reduced | Holders |
| Q3 2025 | 255 | $5.57K | <0.1% | +217+571.1% | Added | Holders |
| Q2 2025 | 38 | $799 | <0.1% | +38 | New | Holders |