True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
UI holding history
Ubiquiti 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.
UI overviewAll 13F holders of UIFull Q2 2026 holdings
- Shares (Q2 2026)
- 40
- Value
- $21.4K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | $21.4K | <0.1% | −5−11.1% | Reduced | Holders |
| Q1 2026 | 45 | $35.6K | <0.1% | +7+18.4% | Added | Holders |
| Q4 2025 | 38 | $21.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 38 | $25.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 38 | $15.6K | <0.1% | +6+18.8% | Added | Holders |
| Q1 2025 | 32 | $9.93K | <0.1% | −7−17.9% | Reduced | Holders |
| Q4 2024 | 39 | $12.9K | <0.1% | −6−13.3% | Reduced | Holders |
| Q3 2024 | 45 | $9.98K | <0.1% | −5,394−99.2% | Reduced | Holders |
| Q2 2024 | 5,439 | $792.2K | 0.2% | +5,439 | New | Holders |