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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

QTWO holding history

Q2 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.

QTWO overviewAll 13F holders of QTWOFull Q2 2026 holdings

Shares (Q2 2026)
206
Value
$9.91K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of QTWO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026206$9.91K<0.1%+43+26.4%AddedHolders
Q1 2026163$7.71K<0.1%+143+715.0%AddedHolders
Q4 202520$1.44K<0.1%+20NewHolders
Q3 20250$00.0%−3−100.0%Sold outHolders
Q2 20253$281<0.1%00.0%UnchangedHolders
Q1 20253$241<0.1%−3−50.0%ReducedHolders
Q4 20246$604<0.1%00.0%UnchangedHolders
Q3 20246$479<0.1%+6NewHolders