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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PRO holding history

PROS Holdings, 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.

PRO overviewAll 13F holders of PROFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of PRO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−143−100.0%Sold outHolders
Q3 2025143$3.28K<0.1%+96+204.3%AddedHolders
Q2 202547$737<0.1%−264−84.9%ReducedHolders
Q1 2025311$5.92K<0.1%+233+298.7%AddedHolders
Q4 202478$1.71K<0.1%+4+5.4%AddedHolders
Q3 202474$1.37K<0.1%+74NewHolders