Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

NGG holding history

National Grid PLC 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.

NGG overviewAll 13F holders of NGGFull Q2 2026 holdings

Shares (Q2 2026)
357
Value
$29.6K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of NGG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026357$29.6K<0.1%−56−13.6%ReducedHolders
Q1 2026413$34.9K<0.1%+117+39.5%AddedHolders
Q4 2025296$22.9K<0.1%+2+0.7%AddedHolders
Q3 2025294$21.4K<0.1%+259+740.0%AddedHolders
Q2 202535$2.60K<0.1%+2+6.1%AddedHolders
Q1 202533$2.17K<0.1%00.0%UnchangedHolders
Q4 202433$1.96K<0.1%+5+17.9%AddedHolders
Q3 202428$1.95K<0.1%00.0%UnchangedHolders
Q2 202428$1.59K<0.1%+5+21.7%AddedHolders
Q1 202423$1.57K<0.1%+10+76.9%AddedHolders
Q4 202313$884<0.1%00.0%UnchangedHolders
Q3 202313$789<0.1%00.0%UnchangedHolders
Q2 202313$876<0.1%00.0%UnchangedHolders
Q1 202313$884<0.1%00.0%UnchangedHolders
Q4 202213$784<0.1%–No prior filingHolders