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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LXEO holding history

Lexeo Therapeutics, 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.

LXEO overviewAll 13F holders of LXEOFull Q2 2026 holdings

Shares (Q2 2026)
197
Value
$918
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of LXEO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026197$918<0.1%−29−12.8%ReducedHolders
Q1 2026226$1.30K<0.1%00.0%UnchangedHolders
Q4 2025226$2.25K<0.1%00.0%UnchangedHolders
Q3 2025226$1.50K<0.1%+223+7,433.3%AddedHolders
Q2 20253$13<0.1%−16−84.2%ReducedHolders
Q1 202519$66<0.1%+19NewHolders