True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
SFBS holding history
ServisFirst Bancshares, 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.
SFBS overviewAll 13F holders of SFBSFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −1−100.0% | Sold out | Holders |
| Q3 2025 | 1 | $81 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1 | $78 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1 | $83 | <0.1% | +1 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −12−100.0% | Sold out | Holders |
| Q1 2023 | 12 | $656 | <0.1% | +12 | New | Holders |