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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SAIA holding history

Saia 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.

SAIA overviewAll 13F holders of SAIAFull Q2 2026 holdings

Shares (Q2 2026)
84
Value
$35.4K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2024
Holdings of SAIA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684$35.4K<0.1%+42+100.0%AddedHolders
Q1 202642$14.8K<0.1%+3+7.7%AddedHolders
Q4 202539$12.7K<0.1%+39NewHolders
Q2 20250$00.0%−1−100.0%Sold outHolders
Q1 20251$350<0.1%−2−66.7%ReducedHolders
Q4 20243$1.37K<0.1%+2+200.0%AddedHolders
Q3 20241$438<0.1%00.0%UnchangedHolders
Q2 20241$475<0.1%+1NewHolders