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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ROP holding history

Roper Technologies 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.

ROP overviewAll 13F holders of ROPFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$6.77K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ROP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$6.77K<0.1%−590−96.7%ReducedHolders
Q1 2026610$215.9K0.1%+280+84.8%AddedHolders
Q4 2025330$146.9K<0.1%+316+2,257.1%AddedHolders
Q3 202514$6.98K<0.1%−15−51.7%ReducedHolders
Q2 202529$16.4K<0.1%+4+16.0%AddedHolders
Q1 202525$14.7K<0.1%+20+400.0%AddedHolders
Q4 20245$2.60K<0.1%+1+25.0%AddedHolders
Q3 20244$2.23K<0.1%00.0%UnchangedHolders
Q2 20244$2.25K<0.1%+2+100.0%AddedHolders
Q1 20242$1.12K<0.1%+1+100.0%AddedHolders
Q4 20231$546<0.1%00.0%UnchangedHolders
Q3 20231$485<0.1%00.0%UnchangedHolders
Q2 20231$481<0.1%00.0%UnchangedHolders
Q1 20231$441<0.1%00.0%UnchangedHolders
Q4 20221$432<0.1%–No prior filingHolders