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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

TRUE holding history

TrueCar, 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.

TRUE overviewAll 13F holders of TRUEFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of TRUE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5−100.0%Sold outHolders
Q4 20255$12<0.1%−2−28.6%ReducedHolders
Q3 20257$13<0.1%−6−46.2%ReducedHolders
Q2 202513$25<0.1%−183−93.4%ReducedHolders
Q1 2025196$310<0.1%+196NewHolders