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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
445
Value
$72.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of MMM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026445$72.0K<0.1%−362−44.9%ReducedHolders
Q1 2026807$117.2K<0.1%+89+12.4%AddedHolders
Q4 2025718$115.0K<0.1%+42+6.2%AddedHolders
Q3 2025676$104.9K<0.1%+140+26.1%AddedHolders
Q2 2025536$81.6K<0.1%+54+11.2%AddedHolders
Q1 2025482$70.8K<0.1%+33+7.3%AddedHolders
Q4 2024449$58.0K<0.1%+141+45.8%AddedHolders
Q3 2024308$42.1K<0.1%+296+2,466.7%AddedHolders
Q2 202412$1.23K<0.1%−7−36.8%ReducedHolders
Q1 202419$2.02K<0.1%+8+72.7%AddedHolders
Q4 202311$1.20K<0.1%00.0%UnchangedHolders
Q3 202311$1.03K<0.1%00.0%UnchangedHolders
Q2 202311$1.10K<0.1%00.0%UnchangedHolders
Q1 202311$1.16K<0.1%00.0%UnchangedHolders
Q4 202211$1.32K<0.1%–No prior filingHolders