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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PD holding history

PagerDuty, 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.

PD overviewAll 13F holders of PDFull Q2 2026 holdings

Shares (Q2 2026)
1,196
Value
$11.5K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of PD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,196$11.5K<0.1%+951+388.2%AddedHolders
Q1 2026245$1.52K<0.1%+234+2,127.3%AddedHolders
Q4 202511$145<0.1%−175−94.1%ReducedHolders
Q3 2025186$3.07K<0.1%+124+200.0%AddedHolders
Q2 202562$948<0.1%−2−3.1%ReducedHolders
Q1 202564$1.17K<0.1%−6−8.6%ReducedHolders
Q4 202470$1.28K<0.1%00.0%UnchangedHolders
Q3 202470$1.30K<0.1%+70NewHolders