True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
RBB holding history
RBB Bancorp 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.
RBB overviewAll 13F holders of RBBFull Q2 2026 holdings
- Shares (Q2 2026)
- 22
- Value
- $604
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | $604 | <0.1% | −1−4.3% | Reduced | Holders |
| Q1 2026 | 23 | $492 | <0.1% | +1+4.5% | Added | Holders |
| Q4 2025 | 22 | $455 | <0.1% | −6−21.4% | Reduced | Holders |
| Q3 2025 | 28 | $526 | <0.1% | +9+47.4% | Added | Holders |
| Q2 2025 | 19 | $327 | <0.1% | +19 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −12−100.0% | Sold out | Holders |
| Q3 2024 | 12 | $277 | <0.1% | +12 | New | Holders |