Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TPH holding history

Tri Pointe Homes, 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.

TPH overviewAll 13F holders of TPHFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2025
Holdings of TPH by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−583−100.0%Sold outHolders
Q1 2026583$27.2K<0.1%00.0%UnchangedHolders
Q4 2025583$18.3K<0.1%−67−10.3%ReducedHolders
Q3 2025650$22.1K<0.1%+65+11.1%AddedHolders
Q2 2025585$18.7K<0.1%+142+32.1%AddedHolders
Q1 2025443$14.1K<0.1%+443NewHolders