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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

SOLV holding history

Solventum 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.

SOLV overviewAll 13F holders of SOLVFull Q2 2026 holdings

Shares (Q2 2026)
130
Value
$10.0K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of SOLV by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026130$10.0K<0.1%−4−3.0%ReducedHolders
Q1 2026134$8.75K<0.1%+47+54.0%AddedHolders
Q4 202587$6.89K<0.1%+84+2,800.0%AddedHolders
Q3 20253$219<0.1%−4−57.1%ReducedHolders
Q2 20257$531<0.1%−8−53.3%ReducedHolders
Q1 202515$1.14K<0.1%−3−16.7%ReducedHolders
Q4 202418$1.19K<0.1%−455−96.2%ReducedHolders
Q3 2024473$33.0K<0.1%+471+23,550.0%AddedHolders
Q2 20242$106<0.1%+2NewHolders