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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SNX holding history

TD Synnex 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.

SNX overviewAll 13F holders of SNXFull Q2 2026 holdings

Shares (Q2 2026)
170
Value
$45.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of SNX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026170$45.4K<0.1%+25+17.2%AddedHolders
Q1 2026145$24.5K<0.1%+108+291.9%AddedHolders
Q4 202537$5.56K<0.1%−2−5.1%ReducedHolders
Q3 202539$6.39K<0.1%+36+1,200.0%AddedHolders
Q2 20253$408<0.1%−53−94.6%ReducedHolders
Q1 202556$5.82K<0.1%+4+7.7%AddedHolders
Q4 202452$6.10K<0.1%00.0%UnchangedHolders
Q3 202452$6.25K<0.1%+47+940.0%AddedHolders
Q2 20245$577<0.1%+1+25.0%AddedHolders
Q1 20244$453<0.1%+2+100.0%AddedHolders
Q4 20232$216<0.1%00.0%UnchangedHolders
Q3 20232$200<0.1%00.0%UnchangedHolders
Q2 20232$188<0.1%00.0%UnchangedHolders
Q1 20232$194<0.1%00.0%UnchangedHolders
Q4 20222$189<0.1%–No prior filingHolders