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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TDC holding history

Teradata Corp 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.

TDC overviewAll 13F holders of TDCFull Q2 2026 holdings

Shares (Q2 2026)
1,479
Value
$51.2K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2024
Holdings of TDC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,479$51.2K<0.1%+810+121.1%AddedHolders
Q1 2026669$17.1K<0.1%+90+15.5%AddedHolders
Q4 2025579$17.6K<0.1%+193+50.0%AddedHolders
Q3 2025386$8.30K<0.1%−341−46.9%ReducedHolders
Q2 2025727$16.2K<0.1%+727NewHolders
Q1 20250$00.0%−604−100.0%Sold outHolders
Q4 2024604$18.8K<0.1%+110+22.3%AddedHolders
Q3 2024494$15.0K<0.1%+494NewHolders