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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TAP holding history

Molson Coors Beverage 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.

TAP overviewAll 13F holders of TAPFull Q2 2026 holdings

Shares (Q2 2026)
2,895
Value
$112.8K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2022
Holdings of TAP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,895$112.8K<0.1%+2,179+304.3%AddedHolders
Q1 2026716$30.8K<0.1%+305+74.2%AddedHolders
Q4 2025411$19.2K<0.1%+353+608.6%AddedHolders
Q3 202558$2.63K<0.1%+54+1,350.0%AddedHolders
Q2 20254$193<0.1%−415−99.0%ReducedHolders
Q1 2025419$25.5K<0.1%−778−65.0%ReducedHolders
Q4 20241,197$68.6K<0.1%+163+15.8%AddedHolders
Q3 20241,034$59.5K<0.1%+1,034NewHolders
Q1 20240$00.0%−8−100.0%Sold outHolders
Q4 20238$490<0.1%00.0%UnchangedHolders
Q3 20238$509<0.1%00.0%UnchangedHolders
Q2 20238$527<0.1%−38−82.6%ReducedHolders
Q1 202346$2.38K<0.1%+38+475.0%AddedHolders
Q4 20228$412<0.1%–No prior filingHolders