True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
MGRC holding history
McGrath Rentcorp 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.
MGRC overviewAll 13F holders of MGRCFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q1 2026 | 1 | $111 | <0.1% | −20−95.2% | Reduced | Holders |
| Q4 2025 | 21 | $2.20K | <0.1% | −61−74.4% | Reduced | Holders |
| Q3 2025 | 82 | $9.62K | <0.1% | +25+43.9% | Added | Holders |
| Q2 2025 | 57 | $6.61K | <0.1% | +57 | New | Holders |