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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

RGP holding history

Resources Connection, 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.

RGP overviewAll 13F holders of RGPFull Q2 2026 holdings

Shares (Q2 2026)
39
Value
$166
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of RGP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639$166<0.1%+30+333.3%AddedHolders
Q1 20269$34<0.1%+9NewHolders
Q4 20250$00.0%−15−100.0%Sold outHolders
Q3 202515$76<0.1%−61−80.3%ReducedHolders
Q2 202576$409<0.1%−374−83.1%ReducedHolders
Q1 2025450$2.94K<0.1%−117−20.6%ReducedHolders
Q4 2024567$4.84K<0.1%+567NewHolders