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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TKR holding history

Timken Co 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.

TKR overviewAll 13F holders of TKRFull Q2 2026 holdings

Shares (Q2 2026)
194
Value
$28.2K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2023
Holdings of TKR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026194$28.2K<0.1%+107+123.0%AddedHolders
Q1 202687$8.75K<0.1%00.0%UnchangedHolders
Q4 202587$7.32K<0.1%+7+8.8%AddedHolders
Q3 202580$6.01K<0.1%+63+370.6%AddedHolders
Q2 202517$1.23K<0.1%+16+1,600.0%AddedHolders
Q1 20251$72<0.1%+1NewHolders
Q2 20230$00.0%−13−100.0%Sold outHolders
Q1 202313$1.06K<0.1%+13NewHolders