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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MOFG holding history

MidWestOne Financial Group, 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.

MOFG overviewAll 13F holders of MOFGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2025
Holdings of MOFG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−26−100.0%Sold outHolders
Q4 202526$1.00K<0.1%00.0%UnchangedHolders
Q3 202526$736<0.1%00.0%UnchangedHolders
Q2 202526$749<0.1%+26NewHolders