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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PCOR holding history

Procore Technologies, 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.

PCOR overviewAll 13F holders of PCORFull Q2 2026 holdings

Shares (Q2 2026)
38
Value
$1.54K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of PCOR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638$1.54K<0.1%−673−94.7%ReducedHolders
Q1 2026711$40.5K<0.1%+626+736.5%AddedHolders
Q4 202585$6.18K<0.1%+7+9.0%AddedHolders
Q3 202578$5.69K<0.1%00.0%UnchangedHolders
Q2 202578$5.34K<0.1%+37+90.2%AddedHolders
Q1 202541$2.71K<0.1%+39+1,950.0%AddedHolders
Q4 20242$150<0.1%−2−50.0%ReducedHolders
Q3 20244$247<0.1%00.0%UnchangedHolders
Q2 20244$266<0.1%+4NewHolders
Q1 20240$00.0%−1−100.0%Sold outHolders
Q4 20231$70<0.1%+1NewHolders