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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SAIL holding history

SailPoint, 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.

SAIL overviewAll 13F holders of SAILFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of SAIL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−148−100.0%Sold outHolders
Q1 2026148$1.96K<0.1%+148NewHolders