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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TER holding history

Teradyne, Inc 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.

TER overviewAll 13F holders of TERFull Q2 2026 holdings

Shares (Q2 2026)
567
Value
$274.3K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of TER by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026567$274.3K0.1%+100+21.4%AddedHolders
Q1 2026467$138.4K<0.1%+256+121.3%AddedHolders
Q4 2025211$40.8K<0.1%+70+49.6%AddedHolders
Q3 2025141$19.4K<0.1%+21+17.5%AddedHolders
Q2 2025120$10.8K<0.1%−850−87.6%ReducedHolders
Q1 2025970$80.1K<0.1%+961+10,677.8%AddedHolders
Q4 20249$1.13K<0.1%−145−94.2%ReducedHolders
Q3 2024154$20.6K<0.1%+145+1,611.1%AddedHolders
Q2 20249$1.33K<0.1%+2+28.6%AddedHolders
Q1 20247$790<0.1%+3+75.0%AddedHolders
Q4 20234$435<0.1%00.0%UnchangedHolders
Q3 20234$402<0.1%00.0%UnchangedHolders
Q2 20234$446<0.1%00.0%UnchangedHolders
Q1 20234$431<0.1%00.0%UnchangedHolders
Q4 20224$349<0.1%–No prior filingHolders