True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

MRDN holding history

Meridian Holdings 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.

MRDN overview All 13F holders of MRDN Full Q2 2026 holdings

Shares (Q2 2026): 30
Value: $418
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2025

Holdings of MRDN by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30	$418	<0.1%	+20+200.0%	Added	Holders
Q1 2026	10	$73	<0.1%	+10	New	Holders
Q3 2025	0	$0	0.0%	−9−100.0%	Sold out	Holders
Q2 2025	9	$16	<0.1%	−2−18.2%	Reduced	Holders
Q1 2025	11	$22	<0.1%	+11	New	Holders