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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LEVI holding history

Levi Strauss & Co 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.

LEVI overviewAll 13F holders of LEVIFull Q2 2026 holdings

Shares (Q2 2026)
168
Value
$4.17K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2022
Holdings of LEVI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026168$4.17K<0.1%−20−10.6%ReducedHolders
Q1 2026188$3.48K<0.1%−23−10.9%ReducedHolders
Q4 2025211$4.38K<0.1%+22+11.6%AddedHolders
Q3 2025189$4.40K<0.1%00.0%UnchangedHolders
Q2 2025189$3.50K<0.1%+87+85.3%AddedHolders
Q1 2025102$1.59K<0.1%+102NewHolders
Q3 20230$00.0%−1−100.0%Sold outHolders
Q2 20231$15<0.1%00.0%UnchangedHolders
Q1 20231$19<0.1%00.0%UnchangedHolders
Q4 20221$16<0.1%–No prior filingHolders