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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

RHI holding history

Robert Half 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.

RHI overviewAll 13F holders of RHIFull Q2 2026 holdings

Shares (Q2 2026)
1,957
Value
$60.1K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of RHI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,957$60.1K<0.1%−482−19.8%ReducedHolders
Q1 20262,439$62.0K<0.1%+515+26.8%AddedHolders
Q4 20251,924$52.3K<0.1%−18−0.9%ReducedHolders
Q3 20251,942$66.0K<0.1%+979+101.7%AddedHolders
Q2 2025963$39.5K<0.1%+768+393.8%AddedHolders
Q1 2025195$10.6K<0.1%−713−78.5%ReducedHolders
Q4 2024908$64.0K<0.1%+12+1.3%AddedHolders
Q3 2024896$60.4K<0.1%+896NewHolders
Q2 20240$00.0%−5−100.0%Sold outHolders
Q1 20245$397<0.1%+1+25.0%AddedHolders
Q4 20234$352<0.1%+2+100.0%AddedHolders
Q3 20232$147<0.1%00.0%UnchangedHolders
Q2 20232$151<0.1%00.0%UnchangedHolders
Q1 20232$162<0.1%00.0%UnchangedHolders
Q4 20222$148<0.1%–No prior filingHolders