True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SMAR holding history

Smartsheet 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of SMAR by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−2,111−100.0%	Sold out	Holders
Q4 2024	2,111	$118.3K	<0.1%	+1,379+188.4%	Added	Holders
Q3 2024	732	$40.5K	<0.1%	+732	New	Holders