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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TGT holding history

Target 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.

TGT overviewAll 13F holders of TGTFull Q2 2026 holdings

Shares (Q2 2026)
604
Value
$78.9K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of TGT by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026604$78.9K<0.1%+66+12.3%AddedHolders
Q1 2026538$65.2K<0.1%+183+51.5%AddedHolders
Q4 2025355$34.7K<0.1%+223+168.9%AddedHolders
Q3 2025132$11.8K<0.1%+102+340.0%AddedHolders
Q2 202530$2.92K<0.1%−1−3.2%ReducedHolders
Q1 202531$3.19K<0.1%−19−38.0%ReducedHolders
Q4 202450$6.70K<0.1%−60−54.5%ReducedHolders
Q3 2024110$17.1K<0.1%+90+450.0%AddedHolders
Q2 202420$2.96K<0.1%+4+25.0%AddedHolders
Q1 202416$2.84K<0.1%+7+77.8%AddedHolders
Q4 20239$1.28K<0.1%−55−85.9%ReducedHolders
Q3 202364$7.08K<0.1%00.0%UnchangedHolders
Q2 202364$8.44K<0.1%−4−5.9%ReducedHolders
Q1 202368$11.3K<0.1%−11−13.9%ReducedHolders
Q4 202279$11.8K<0.1%–No prior filingHolders