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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

PRTH holding history

Priority Technology 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.

PRTH overviewAll 13F holders of PRTHFull Q2 2026 holdings

Shares (Q2 2026)
238
Value
$1.59K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of PRTH by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026238$1.59K<0.1%+217+1,033.3%AddedHolders
Q1 202621$100<0.1%−75−78.1%ReducedHolders
Q4 202596$524<0.1%−347−78.3%ReducedHolders
Q3 2025443$3.04K<0.1%+150+51.2%AddedHolders
Q2 2025293$2.28K<0.1%+293NewHolders