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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SG holding history

Sweetgreen, 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.

SG overviewAll 13F holders of SGFull Q2 2026 holdings

Shares (Q2 2026)
174
Value
$1.53K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2024
Holdings of SG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026174$1.53K<0.1%+129+286.7%AddedHolders
Q1 202645$234<0.1%+45NewHolders
Q3 20250$00.0%−3−100.0%Sold outHolders
Q2 20253$45<0.1%−7−70.0%ReducedHolders
Q1 202510$251<0.1%+6+150.0%AddedHolders
Q4 20244$129<0.1%+4NewHolders