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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SMG holding history

Scotts Miracle-Gro Co 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.

SMG overviewAll 13F holders of SMGFull Q2 2026 holdings

Shares (Q2 2026)
266
Value
$18.1K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of SMG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026266$18.1K<0.1%+214+411.5%AddedHolders
Q1 202652$3.16K<0.1%+10+23.8%AddedHolders
Q4 202542$2.45K<0.1%−88−67.7%ReducedHolders
Q3 2025130$7.40K<0.1%+17+15.0%AddedHolders
Q2 2025113$7.45K<0.1%+89+370.8%AddedHolders
Q1 202524$1.32K<0.1%+24NewHolders
Q4 20240$00.0%−98−100.0%Sold outHolders
Q3 202498$8.50K<0.1%+98NewHolders