True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

NWE holding history

NorthWestern Energy Group, 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.

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

Shares (Q2 2026): 12
Value: $860
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of NWE by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12	$860	<0.1%	−97−89.0%	Reduced	Holders
Q1 2026	109	$7.16K	<0.1%	−4−3.5%	Reduced	Holders
Q4 2025	113	$7.26K	<0.1%	+37+48.7%	Added	Holders
Q3 2025	76	$4.43K	<0.1%	+76	New	Holders