Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

VBTX holding history

Veritex Holdings, 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.

VBTX overviewAll 13F holders of VBTXFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of VBTX by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−17−100.0%Sold outHolders
Q3 202517$571<0.1%+10+142.9%AddedHolders
Q2 20257$183<0.1%−155−95.7%ReducedHolders
Q1 2025162$4.05K<0.1%−196−54.7%ReducedHolders
Q4 2024358$9.72K<0.1%+43+13.7%AddedHolders
Q3 2024315$8.29K<0.1%+315NewHolders