Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TPR holding history

Tapestry, 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.

TPR overviewAll 13F holders of TPRFull Q2 2026 holdings

Shares (Q2 2026)
2,091
Value
$306.1K
% of portfolio
0.1%
Quarters held
12
Since Q4 2022
Holdings of TPR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,091$306.1K0.1%−193−8.5%ReducedHolders
Q1 20262,284$322.3K0.1%00.0%UnchangedHolders
Q4 20252,284$291.8K0.1%−518−18.5%ReducedHolders
Q3 20252,802$317.2K0.1%+897+47.1%AddedHolders
Q2 20251,905$167.3K0.1%−21−1.1%ReducedHolders
Q1 20251,926$135.6K0.1%+160+9.1%AddedHolders
Q4 20241,766$115.4K<0.1%00.0%UnchangedHolders
Q3 20241,766$83.0K<0.1%+1,766NewHolders
Q4 20230$00.0%−9−100.0%Sold outHolders
Q3 20239$259<0.1%00.0%UnchangedHolders
Q2 20239$386<0.1%00.0%UnchangedHolders
Q1 20239$388<0.1%+1+12.5%AddedHolders
Q4 20228$305<0.1%–No prior filingHolders