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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LMB holding history

Limbach 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.

LMB overviewAll 13F holders of LMBFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of LMB by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−14−100.0%Sold outHolders
Q3 202514$1.36K<0.1%00.0%UnchangedHolders
Q2 202514$1.96K<0.1%00.0%UnchangedHolders
Q1 202514$1.04K<0.1%+11+366.7%AddedHolders
Q4 20243$257<0.1%00.0%UnchangedHolders
Q3 20243$228<0.1%+3NewHolders