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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LFST holding history

LifeStance Health Group, 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.

LFST overviewAll 13F holders of LFSTFull Q2 2026 holdings

Shares (Q2 2026)
162
Value
$1.74K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of LFST by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026162$1.74K<0.1%+136+523.1%AddedHolders
Q1 202626$166<0.1%00.0%UnchangedHolders
Q4 202526$184<0.1%−492−95.0%ReducedHolders
Q3 2025518$2.85K<0.1%+515+17,166.7%AddedHolders
Q2 20253$16<0.1%−20−87.0%ReducedHolders
Q1 202523$154<0.1%+23NewHolders