True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SKWD holding history

Skyward Specialty Insurance 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.

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

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of SKWD by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−13−100.0%	Sold out	Holders
Q4 2025	13	$665	<0.1%	+13	New	Holders
Q3 2025	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q2 2025	4	$232	<0.1%	00.0%	Unchanged	Holders
Q1 2025	4	$212	<0.1%	+4	New	Holders