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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

STAA holding history

Staar Surgical Co 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.

STAA overviewAll 13F holders of STAAFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$402
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of STAA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$402<0.1%00.0%UnchangedHolders
Q1 202614$262<0.1%−27−65.9%ReducedHolders
Q4 202541$947<0.1%00.0%UnchangedHolders
Q3 202541$1.10K<0.1%+22+115.8%AddedHolders
Q2 202519$319<0.1%00.0%UnchangedHolders
Q1 202519$335<0.1%+16+533.3%AddedHolders
Q4 20243$73<0.1%−93−96.9%ReducedHolders
Q3 202496$3.57K<0.1%+96NewHolders