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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TG holding history

Tredegar 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.

TG overviewAll 13F holders of TGFull Q2 2026 holdings

Shares (Q2 2026)
67
Value
$534
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of TG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667$534<0.1%+58+644.4%AddedHolders
Q1 20269$72<0.1%+1+12.5%AddedHolders
Q4 20258$58<0.1%−2−20.0%ReducedHolders
Q3 202510$81<0.1%+1+11.1%AddedHolders
Q2 20259$80<0.1%00.0%UnchangedHolders
Q1 20259$70<0.1%−1−10.0%ReducedHolders
Q4 202410$77<0.1%+10NewHolders