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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TRP holding history

TC Energy Corp 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.

TRP overviewAll 13F holders of TRPFull Q2 2026 holdings

Shares (Q2 2026)
134
Value
$8.88K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of TRP by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026134$8.88K<0.1%−9−6.3%ReducedHolders
Q1 2026143$8.95K<0.1%+18+14.4%AddedHolders
Q4 2025125$6.88K<0.1%00.0%UnchangedHolders
Q3 2025125$6.80K<0.1%+82+190.7%AddedHolders
Q2 202543$2.10K<0.1%−4−8.5%ReducedHolders
Q1 202547$2.22K<0.1%−3−6.0%ReducedHolders
Q4 202450$2.33K<0.1%+3+6.4%AddedHolders
Q3 202447$2.23K<0.1%00.0%UnchangedHolders
Q2 202447$1.78K<0.1%+12+34.3%AddedHolders
Q1 202435$1.41K<0.1%+18+105.9%AddedHolders
Q4 202317$665<0.1%00.0%UnchangedHolders
Q3 202317$585<0.1%+3+21.4%AddedHolders
Q2 202314$566<0.1%00.0%UnchangedHolders
Q1 202314$545<0.1%00.0%UnchangedHolders
Q4 202214$558<0.1%–No prior filingHolders