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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

USNA holding history

Usana Health Sciences 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.

USNA overviewAll 13F holders of USNAFull Q2 2026 holdings

Shares (Q2 2026)
11
Value
$235
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of USNA by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611$235<0.1%+1+10.0%AddedHolders
Q1 202610$175<0.1%+8+400.0%AddedHolders
Q4 20252$40<0.1%−17−89.5%ReducedHolders
Q3 202519$524<0.1%+19NewHolders
Q2 20250$00.0%−4−100.0%Sold outHolders
Q1 20254$108<0.1%+4NewHolders