True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
UFPI holding history
Ufp Industries 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.
UFPI overviewAll 13F holders of UFPIFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −31−100.0% | Sold out | Holders |
| Q4 2025 | 31 | $2.82K | <0.1% | +30+3,000.0% | Added | Holders |
| Q3 2025 | 1 | $94 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1 | $100 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1 | $108 | <0.1% | +1 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −8,441−100.0% | Sold out | Holders |
| Q3 2023 | 8,441 | $864.4K | 0.3% | −1,530−15.3% | Reduced | Holders |
| Q2 2023 | 9,971 | $967.7K | 0.4% | +9,971 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −10,482−100.0% | Sold out | Holders |
| Q4 2022 | 10,482 | $830.7K | 0.4% | – | No prior filing | Holders |