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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

OLED holding history

Universal Display 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.

OLED overviewAll 13F holders of OLEDFull Q2 2026 holdings

Shares (Q2 2026)
56
Value
$4.85K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of OLED by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656$4.85K<0.1%+44+366.7%AddedHolders
Q1 202612$1.10K<0.1%+12NewHolders
Q4 20250$00.0%−5−100.0%Sold outHolders
Q3 20255$719<0.1%+2+66.7%AddedHolders
Q2 20253$464<0.1%00.0%UnchangedHolders
Q1 20253$419<0.1%−131−97.8%ReducedHolders
Q4 2024134$19.6K<0.1%−36−21.2%ReducedHolders
Q3 2024170$35.7K<0.1%+170NewHolders