Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LADR holding history

Ladder Capital 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.

LADR overviewAll 13F holders of LADRFull Q2 2026 holdings

Shares (Q2 2026)
31
Value
$309
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of LADR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631$309<0.1%+31NewHolders
Q1 20260$00.0%−92−100.0%Sold outHolders
Q4 202592$1.01K<0.1%+64+228.6%AddedHolders
Q3 202528$306<0.1%+28NewHolders
Q2 20250$00.0%−27−100.0%Sold outHolders
Q1 202527$309<0.1%+27NewHolders