Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SBUX holding history

Starbucks Corp 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.

SBUX overviewAll 13F holders of SBUXFull Q2 2026 holdings

Shares (Q2 2026)
265
Value
$27.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of SBUX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026265$27.1K<0.1%+75+39.5%AddedHolders
Q1 2026190$17.0K<0.1%+125+192.3%AddedHolders
Q4 202565$5.47K<0.1%−24−27.0%ReducedHolders
Q3 202589$7.55K<0.1%−19−17.6%ReducedHolders
Q2 2025108$9.92K<0.1%+19+21.3%AddedHolders
Q1 202589$8.76K<0.1%+53+147.2%AddedHolders
Q4 202436$3.31K<0.1%+12+50.0%AddedHolders
Q3 202424$2.34K<0.1%+5+26.3%AddedHolders
Q2 202419$1.48K<0.1%−1−5.0%ReducedHolders
Q1 202420$1.83K<0.1%−6−23.1%ReducedHolders
Q4 202326$2.50K<0.1%00.0%UnchangedHolders
Q3 202326$2.37K<0.1%00.0%UnchangedHolders
Q2 202326$2.58K<0.1%00.0%UnchangedHolders
Q1 202326$2.71K<0.1%00.0%UnchangedHolders
Q4 202226$2.58K<0.1%–No prior filingHolders