True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

TAL holding history

TAL Education Group 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of TAL by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−115−100.0%	Sold out	Holders
Q1 2026	115	$1.31K	<0.1%	+47+69.1%	Added	Holders
Q4 2025	68	$742	<0.1%	00.0%	Unchanged	Holders
Q3 2025	68	$762	<0.1%	+68	New	Holders