Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TEAM holding history

Atlassian 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.

TEAM overviewAll 13F holders of TEAMFull Q2 2026 holdings

Shares (Q2 2026)
2,135
Value
$166.1K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of TEAM by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,135$166.1K<0.1%+1,236+137.5%AddedHolders
Q1 2026899$61.4K<0.1%−796−47.0%ReducedHolders
Q4 20251,695$274.8K0.1%+1,182+230.4%AddedHolders
Q3 2025513$81.9K<0.1%+210+69.3%AddedHolders
Q2 2025303$61.5K<0.1%−247−44.9%ReducedHolders
Q1 2025550$116.7K<0.1%+268+95.0%AddedHolders
Q4 2024282$68.6K<0.1%+50+21.6%AddedHolders
Q3 2024232$36.8K<0.1%+231+23,100.0%AddedHolders
Q2 20241$177<0.1%−1−50.0%ReducedHolders
Q1 20242$391<0.1%+1+100.0%AddedHolders
Q4 20231$238<0.1%00.0%UnchangedHolders
Q3 20231$202<0.1%00.0%UnchangedHolders
Q2 20231$168<0.1%00.0%UnchangedHolders
Q1 20231$172<0.1%00.0%UnchangedHolders
Q4 20221$129<0.1%–No prior filingHolders