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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

NEM holding history

NEWMONT 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.

NEM overviewAll 13F holders of NEMFull Q2 2026 holdings

Shares (Q2 2026)
1,259
Value
$117.6K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of NEM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,259$117.6K<0.1%−82−6.1%ReducedHolders
Q1 20261,341$145.2K<0.1%+5+0.4%AddedHolders
Q4 20251,336$133.4K<0.1%+689+106.5%AddedHolders
Q3 2025647$54.5K<0.1%+513+382.8%AddedHolders
Q2 2025134$7.80K<0.1%+27+25.2%AddedHolders
Q1 2025107$5.16K<0.1%+60+127.7%AddedHolders
Q4 202447$1.74K<0.1%+21+80.8%AddedHolders
Q3 202426$1.39K<0.1%+6+30.0%AddedHolders
Q2 202420$838<0.1%00.0%UnchangedHolders
Q1 202420$717<0.1%−158−88.8%ReducedHolders
Q4 2023178$7.37K<0.1%+167+1,518.2%AddedHolders
Q3 202311$407<0.1%00.0%UnchangedHolders
Q2 202311$470<0.1%00.0%UnchangedHolders
Q1 202311$540<0.1%00.0%UnchangedHolders
Q4 202211$519<0.1%–No prior filingHolders