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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PLGO holding history

Pelagos Insurance Capital Ltd 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.

PLGO overviewAll 13F holders of PLGOFull Q2 2026 holdings

Shares (Q2 2026)
46
Value
$1.12K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of PLGO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646$1.12K<0.1%00.0%UnchangedHolders
Q1 202646$880<0.1%−11−19.3%ReducedHolders
Q4 202557$1.12K<0.1%+14+32.6%AddedHolders
Q3 202543$781<0.1%−8−15.7%ReducedHolders
Q2 202551$846<0.1%+14+37.8%AddedHolders
Q1 202537$600<0.1%+37NewHolders