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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LIND holding history

Lindblad Expeditions Holdings, 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.

LIND overviewAll 13F holders of LINDFull Q2 2026 holdings

Shares (Q2 2026)
127
Value
$3.59K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of LIND by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127$3.59K<0.1%+126+12,600.0%AddedHolders
Q1 20261$18<0.1%00.0%UnchangedHolders
Q4 20251$15<0.1%−27−96.4%ReducedHolders
Q3 202528$359<0.1%+27+2,700.0%AddedHolders
Q2 20251$12<0.1%+1NewHolders