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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LDI holding history

loanDepot, 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.

LDI overviewAll 13F holders of LDIFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$25
% of portfolio
<0.1%
Quarters held
3
Since Q3 2025
Holdings of LDI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$25<0.1%+20NewHolders
Q1 20260$00.0%−281−100.0%Sold outHolders
Q4 2025281$582<0.1%00.0%UnchangedHolders
Q3 2025281$863<0.1%+281NewHolders