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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MCS holding history

Marcus Corp 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.

MCS overviewAll 13F holders of MCSFull 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 MCS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−39−100.0%Sold outHolders
Q3 202539$605<0.1%−91−70.0%ReducedHolders
Q2 2025130$2.19K<0.1%00.0%UnchangedHolders
Q1 2025130$2.17K<0.1%00.0%UnchangedHolders
Q4 2024130$2.79K<0.1%+125+2,500.0%AddedHolders
Q3 20245$76<0.1%+5NewHolders