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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TBLA holding history

Taboola.com Ltd. 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.

TBLA overviewAll 13F holders of TBLAFull Q2 2026 holdings

Shares (Q2 2026)
862
Value
$4.31K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of TBLA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026862$4.31K<0.1%+172+24.9%AddedHolders
Q1 2026690$2.14K<0.1%+569+470.2%AddedHolders
Q4 2025121$558<0.1%+41+51.2%AddedHolders
Q3 202580$273<0.1%−111−58.1%ReducedHolders
Q2 2025191$700<0.1%−683−78.1%ReducedHolders
Q1 2025874$2.58K<0.1%+874NewHolders