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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TRIP holding history

TripAdvisor, 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.

TRIP overviewAll 13F holders of TRIPFull Q2 2026 holdings

Shares (Q2 2026)
488
Value
$6.69K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of TRIP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026488$6.69K<0.1%+181+59.0%AddedHolders
Q1 2026307$3.27K<0.1%+239+351.5%AddedHolders
Q4 202568$991<0.1%−3−4.2%ReducedHolders
Q3 202571$1.16K<0.1%+3+4.4%AddedHolders
Q2 202568$888<0.1%−2,013−96.7%ReducedHolders
Q1 20252,081$29.5K<0.1%−47−2.2%ReducedHolders
Q4 20242,128$31.4K<0.1%+268+14.4%AddedHolders
Q3 20241,860$27.0K<0.1%+1,860NewHolders