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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

RIO holding history

Rio Tinto PLC 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.

RIO overviewAll 13F holders of RIOFull Q2 2026 holdings

Shares (Q2 2026)
460
Value
$43.7K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of RIO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026460$43.7K<0.1%−155−25.2%ReducedHolders
Q1 2026615$57.4K<0.1%+429+230.6%AddedHolders
Q4 2025186$14.9K<0.1%+12+6.9%AddedHolders
Q3 2025174$11.5K<0.1%+127+270.2%AddedHolders
Q2 202547$2.74K<0.1%−15−24.2%ReducedHolders
Q1 202562$3.73K<0.1%+12+24.0%AddedHolders
Q4 202450$2.94K<0.1%−60−54.5%ReducedHolders
Q3 2024110$7.83K<0.1%−12,047−99.1%ReducedHolders
Q2 202412,157$801.5K0.2%−145−1.2%ReducedHolders
Q1 202412,302$784.1K0.2%+28+0.2%AddedHolders
Q4 202312,274$913.9K0.3%+12,240+36,000.0%AddedHolders
Q3 202334$2.16K<0.1%00.0%UnchangedHolders
Q2 202334$2.17K<0.1%00.0%UnchangedHolders
Q1 202334$2.33K<0.1%+1+3.0%AddedHolders
Q4 202233$2.35K<0.1%–No prior filingHolders