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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

VALE holding history

Vale S.A. 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.

VALE overviewAll 13F holders of VALEFull Q2 2026 holdings

Shares (Q2 2026)
541
Value
$8.14K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of VALE by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026541$8.14K<0.1%+3+0.6%AddedHolders
Q1 2026538$8.56K<0.1%+69+14.7%AddedHolders
Q4 2025469$6.11K<0.1%00.0%UnchangedHolders
Q3 2025469$5.09K<0.1%+227+93.8%AddedHolders
Q2 2025242$2.35K<0.1%+8+3.4%AddedHolders
Q1 2025234$2.34K<0.1%+74+46.3%AddedHolders
Q4 2024160$1.42K<0.1%−53−24.9%ReducedHolders
Q3 2024213$2.49K<0.1%−9−4.1%ReducedHolders
Q2 2024222$2.48K<0.1%+48+27.6%AddedHolders
Q1 2024174$2.12K<0.1%+72+70.6%AddedHolders
Q4 2023102$1.62K<0.1%00.0%UnchangedHolders
Q3 2023102$1.37K<0.1%00.0%UnchangedHolders
Q2 2023102$1.37K<0.1%00.0%UnchangedHolders
Q1 2023102$1.61K<0.1%+7+7.4%AddedHolders
Q4 202295$1.61K<0.1%–No prior filingHolders