True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

SWIM holding history

Latham Group, 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of SWIM by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−2−100.0%	Sold out	Holders
Q3 2025	2	$16	<0.1%	+2	New	Holders
Q2 2025	0	$0	0.0%	−21−100.0%	Sold out	Holders
Q1 2025	21	$136	<0.1%	+8+61.5%	Added	Holders
Q4 2024	13	$91	<0.1%	+13	New	Holders