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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

MTRN holding history

MATERION Corp 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.

MTRN overviewAll 13F holders of MTRNFull Q2 2026 holdings

Shares (Q2 2026)
21
Value
$6.25K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of MTRN by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$6.25K<0.1%−8−27.6%ReducedHolders
Q1 202629$4.20K<0.1%00.0%UnchangedHolders
Q4 202529$3.61K<0.1%00.0%UnchangedHolders
Q3 202529$3.50K<0.1%+27+1,350.0%AddedHolders
Q2 20252$159<0.1%−1−33.3%ReducedHolders
Q1 20253$245<0.1%+3NewHolders