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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MHO holding history

M/I Homes, 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.

MHO overviewAll 13F holders of MHOFull Q2 2026 holdings

Shares (Q2 2026)
167
Value
$26.9K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of MHO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026167$26.9K<0.1%00.0%UnchangedHolders
Q1 2026167$20.4K<0.1%00.0%UnchangedHolders
Q4 2025167$21.4K<0.1%00.0%UnchangedHolders
Q3 2025167$24.1K<0.1%00.0%UnchangedHolders
Q2 2025167$18.7K<0.1%+38+29.5%AddedHolders
Q1 2025129$14.7K<0.1%+129NewHolders
Q4 20240$00.0%−1−100.0%Sold outHolders
Q3 20241$172<0.1%+1NewHolders