Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SEG holding history

Seaport Entertainment 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.

SEG overviewAll 13F holders of SEGFull Q2 2026 holdings

Shares (Q2 2026)
9
Value
$240
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of SEG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269$240<0.1%+1+12.5%AddedHolders
Q1 20268$172<0.1%+1+14.3%AddedHolders
Q4 20257$139<0.1%+1+16.7%AddedHolders
Q3 20256$138<0.1%00.0%UnchangedHolders
Q2 20256$112<0.1%+1+20.0%AddedHolders
Q1 20255$108<0.1%+5NewHolders