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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

NWSA holding history

News 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.

NWSA overviewAll 13F holders of NWSAFull Q2 2026 holdings

Shares (Q2 2026)
4,135
Value
$102.7K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of NWSA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,135$102.7K<0.1%+1,108+36.6%AddedHolders
Q1 20263,027$75.5K<0.1%+927+44.1%AddedHolders
Q4 20252,100$54.9K<0.1%−2,860−57.7%ReducedHolders
Q3 20254,960$152.3K<0.1%+1,512+43.9%AddedHolders
Q2 20253,448$102.5K<0.1%+2,995+661.1%AddedHolders
Q1 2025453$12.3K<0.1%+266+142.2%AddedHolders
Q4 2024187$5.15K<0.1%+3+1.6%AddedHolders
Q3 2024184$4.90K<0.1%+159+636.0%AddedHolders
Q2 202425$690<0.1%+6+31.6%AddedHolders
Q1 202419$498<0.1%+8+72.7%AddedHolders
Q4 202311$271<0.1%00.0%UnchangedHolders
Q3 202311$221<0.1%00.0%UnchangedHolders
Q2 202311$215<0.1%00.0%UnchangedHolders
Q1 202311$190<0.1%+1+10.0%AddedHolders
Q4 202210$182<0.1%–No prior filingHolders