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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SNA holding history

Snap-on 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.

SNA overviewAll 13F holders of SNAFull Q2 2026 holdings

Shares (Q2 2026)
122
Value
$49.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of SNA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026122$49.1K<0.1%+25+25.8%AddedHolders
Q1 202697$35.2K<0.1%+10+11.5%AddedHolders
Q4 202587$30.0K<0.1%+24+38.1%AddedHolders
Q3 202563$21.8K<0.1%+44+231.6%AddedHolders
Q2 202519$5.91K<0.1%−18−48.6%ReducedHolders
Q1 202537$12.5K<0.1%+32+640.0%AddedHolders
Q4 20245$1.70K<0.1%−12−70.6%ReducedHolders
Q3 202417$4.93K<0.1%−2,964−99.4%ReducedHolders
Q2 20242,981$779.3K0.2%+40+1.4%AddedHolders
Q1 20242,941$871.3K0.2%−32−1.1%ReducedHolders
Q4 20232,973$858.8K0.2%−81−2.7%ReducedHolders
Q3 20233,054$779.1K0.3%−129−4.1%ReducedHolders
Q2 20233,183$917.4K0.3%−22−0.7%ReducedHolders
Q1 20233,205$791.4K0.3%−121−3.6%ReducedHolders
Q4 20223,326$760.1K0.4%–No prior filingHolders