Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

M holding history

Macy's, 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.

M overviewAll 13F holders of MFull Q2 2026 holdings

Shares (Q2 2026)
422
Value
$9.94K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of M by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026422$9.94K<0.1%+124+41.6%AddedHolders
Q1 2026298$5.39K<0.1%−276−48.1%ReducedHolders
Q4 2025574$12.7K<0.1%+377+191.4%AddedHolders
Q3 2025197$3.53K<0.1%+95+93.1%AddedHolders
Q2 2025102$1.19K<0.1%−2,266−95.7%ReducedHolders
Q1 20252,368$29.7K<0.1%+2,334+6,864.7%AddedHolders
Q4 202434$576<0.1%+34NewHolders