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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SNV holding history

Synovus Financial Corp 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.

SNV overviewAll 13F holders of SNVFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of SNV by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−985−100.0%Sold outHolders
Q4 2025985$49.3K<0.1%+122+14.1%AddedHolders
Q3 2025863$42.4K<0.1%+818+1,817.8%AddedHolders
Q2 202545$2.33K<0.1%−796−94.6%ReducedHolders
Q1 2025841$39.3K<0.1%+690+457.0%AddedHolders
Q4 2024151$7.74K<0.1%−6−3.8%ReducedHolders
Q3 2024157$6.98K<0.1%+157NewHolders