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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

STLD holding history

Steel Dynamics 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.

STLD overviewAll 13F holders of STLDFull Q2 2026 holdings

Shares (Q2 2026)
335
Value
$76.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of STLD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026335$76.9K<0.1%−24−6.7%ReducedHolders
Q1 2026359$64.6K<0.1%+29+8.8%AddedHolders
Q4 2025330$55.9K<0.1%−4−1.2%ReducedHolders
Q3 2025334$46.6K<0.1%+10+3.1%AddedHolders
Q2 2025324$41.5K<0.1%+177+120.4%AddedHolders
Q1 2025147$18.4K<0.1%+134+1,030.8%AddedHolders
Q4 202413$1.48K<0.1%+2+18.2%AddedHolders
Q3 202411$1.39K<0.1%−1−8.3%ReducedHolders
Q2 202412$1.55K<0.1%+3+33.3%AddedHolders
Q1 20249$1.33K<0.1%+3+50.0%AddedHolders
Q4 20236$709<0.1%00.0%UnchangedHolders
Q3 20236$644<0.1%−1−14.3%ReducedHolders
Q2 20237$763<0.1%00.0%UnchangedHolders
Q1 20237$792<0.1%00.0%UnchangedHolders
Q4 20227$684<0.1%–No prior filingHolders