True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

NOVT holding history

Novanta 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.

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

Shares (Q2 2026): 1
Value: $163
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of NOVT by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1	$163	<0.1%	−23−95.8%	Reduced	Holders
Q1 2026	24	$2.83K	<0.1%	+24	New	Holders
Q3 2025	0	$0	0.0%	−1−100.0%	Sold out	Holders
Q2 2025	1	$129	<0.1%	+1	New	Holders