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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

S holding history

SentinelOne, 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.

S overviewAll 13F holders of SFull Q2 2026 holdings

Shares (Q2 2026)
7,175
Value
$121.8K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of S by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,175$121.8K<0.1%+1,783+33.1%AddedHolders
Q1 20265,392$69.4K<0.1%+4,495+501.1%AddedHolders
Q4 2025897$13.5K<0.1%+815+993.9%AddedHolders
Q3 202582$1.45K<0.1%−127−60.8%ReducedHolders
Q2 2025209$3.82K<0.1%−1,178−84.9%ReducedHolders
Q1 20251,387$25.2K<0.1%+1,293+1,375.5%AddedHolders
Q4 202494$2.09K<0.1%−620−86.8%ReducedHolders
Q3 2024714$17.1K<0.1%+714NewHolders