Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TMCI holding history

Treace Medical Concepts, 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.

TMCI overviewAll 13F holders of TMCIFull Q2 2026 holdings

Shares (Q2 2026)
627
Value
$2.50K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of TMCI by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026627$2.50K<0.1%+404+181.2%AddedHolders
Q1 2026223$299<0.1%+223NewHolders
Q4 20250$00.0%−45−100.0%Sold outHolders
Q3 202545$302<0.1%+36+400.0%AddedHolders
Q2 20259$53<0.1%−17−65.4%ReducedHolders
Q1 202526$219<0.1%+26NewHolders