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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PLD holding history

Prologis, 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.

PLD overviewAll 13F holders of PLDFull Q2 2026 holdings

Shares (Q2 2026)
182
Value
$24.7K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of PLD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026182$24.7K<0.1%+4+2.2%AddedHolders
Q1 2026178$23.5K<0.1%−84−32.1%ReducedHolders
Q4 2025262$33.4K<0.1%+122+87.1%AddedHolders
Q3 2025140$16.0K<0.1%+113+418.5%AddedHolders
Q2 202527$2.80K<0.1%−127−82.5%ReducedHolders
Q1 2025154$17.2K<0.1%+12+8.5%AddedHolders
Q4 2024142$15.0K<0.1%−79−35.7%ReducedHolders
Q3 2024221$27.9K<0.1%+21+10.5%AddedHolders
Q2 2024200$22.5K<0.1%00.0%UnchangedHolders
Q1 2024200$26.0K<0.1%00.0%UnchangedHolders
Q4 2023200$26.7K<0.1%+200NewHolders