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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ONL holding history

Orion Properties 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.

ONL overviewAll 13F holders of ONLFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q3 2024
Holdings of ONL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−188−100.0%Sold outHolders
Q3 2025188$508<0.1%−262−58.2%ReducedHolders
Q2 2025450$959<0.1%+401+818.4%AddedHolders
Q1 202549$105<0.1%+49NewHolders
Q4 20240$00.0%−3−100.0%Sold outHolders
Q3 20243$12<0.1%+3NewHolders