True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SFTGQ holding history

Shift Technologies, 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2022

Holdings of SFTGQ by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−690−100.0%	Sold out	Holders
Q1 2023	690	$773	<0.1%	+190+38.0%	AddedConverted for a 1-for-10 split	Holders
Q4 2022	5,000	$744	<0.1%	–	No prior filing	Holders