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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q2 2026 holdings

Shares (Q2 2026)
178
Value
$8.28K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2023
Holdings of SLB by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026178$8.28K<0.1%00.0%UnchangedHolders
Q1 2026178$9.15K<0.1%+9+5.3%AddedHolders
Q4 2025169$6.49K<0.1%+60+55.0%AddedHolders
Q3 2025109$3.74K<0.1%−4−3.5%ReducedHolders
Q2 2025113$3.82K<0.1%−858−88.4%ReducedHolders
Q1 2025971$40.6K<0.1%−15−1.5%ReducedHolders
Q4 2024986$37.8K<0.1%+842+584.7%AddedHolders
Q3 2024144$6.04K<0.1%−31−17.7%ReducedHolders
Q2 2024175$8.26K<0.1%−157−47.3%ReducedHolders
Q1 2024332$18.2K<0.1%+175+111.5%AddedHolders
Q4 2023157$8.17K<0.1%+157NewHolders
Q2 20230$00.0%−14−100.0%Sold outHolders
Q1 202314$688<0.1%+14NewHolders