True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SBFG holding history

SB Financial Group, 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.

SBFG overview All 13F holders of SBFG Full Q2 2026 holdings

Shares (Q2 2026): 9
Value: $228
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SBFG by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9	$228	<0.1%	+4+80.0%	Added	Holders
Q1 2026	5	$105	<0.1%	00.0%	Unchanged	Holders
Q4 2025	5	$112	<0.1%	−2−28.6%	Reduced	Holders
Q3 2025	7	$136	<0.1%	+7	New	Holders