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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SOBO holding history

South Bow 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.

SOBO overviewAll 13F holders of SOBOFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$177
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of SOBO by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$177<0.1%00.0%UnchangedHolders
Q1 20265$167<0.1%00.0%UnchangedHolders
Q4 20255$138<0.1%00.0%UnchangedHolders
Q3 20255$142<0.1%00.0%UnchangedHolders
Q2 20255$130<0.1%−3−37.5%ReducedHolders
Q1 20258$205<0.1%00.0%UnchangedHolders
Q4 20248$189<0.1%+8NewHolders