True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
PFBC holding history
Preferred Bank 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.
PFBC overviewAll 13F holders of PFBCFull Q2 2026 holdings
- Shares (Q2 2026)
- 19
- Value
- $2.02K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $2.02K | <0.1% | +10+111.1% | Added | Holders |
| Q1 2026 | 9 | $817 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 9 | $850 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 9 | $814 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 9 | $779 | <0.1% | −84−90.3% | Reduced | Holders |
| Q1 2025 | 93 | $7.78K | <0.1% | +9+10.7% | Added | Holders |
| Q4 2024 | 84 | $7.26K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 84 | $6.74K | <0.1% | +84 | New | Holders |