True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

STGW holding history

Stagwell Inc 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.

STGW overview All 13F holders of STGW Full Q2 2026 holdings

Shares (Q2 2026): 134
Value: $996
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of STGW by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	134	$996	<0.1%	+36+36.7%	Added	Holders
Q1 2026	98	$617	<0.1%	+98	New	Holders
Q2 2025	0	$0	0.0%	−26−100.0%	Sold out	Holders
Q1 2025	26	$158	<0.1%	+26	New	Holders