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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PKST holding history

Peakstone Realty Trust 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.

PKST overviewAll 13F holders of PKSTFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of PKST by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7−100.0%Sold outHolders
Q1 20267$147<0.1%00.0%UnchangedHolders
Q4 20257$101<0.1%00.0%UnchangedHolders
Q3 20257$92<0.1%00.0%UnchangedHolders
Q2 20257$93<0.1%+3+75.0%AddedHolders
Q1 20254$51<0.1%+4NewHolders