True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

PLYM holding history

Plymouth Industrial REIT, 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.

PLYM overview All 13F holders of PLYM Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2025

Holdings of PLYM by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−23−100.0%	Sold out	Holders
Q1 2025	23	$375	<0.1%	+23	New	Holders