Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

VIST holding history

Vista Energy, S.A.B. de C.V. 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.

VIST overviewAll 13F holders of VISTFull Q2 2026 holdings

Shares (Q2 2026)
9
Value
$575
% of portfolio
<0.1%
Quarters held
6
Since Q3 2024
Holdings of VIST by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269$575<0.1%+9NewHolders
Q4 20250$00.0%−5−100.0%Sold outHolders
Q3 20255$172<0.1%−4−44.4%ReducedHolders
Q2 20259$431<0.1%00.0%UnchangedHolders
Q1 20259$420<0.1%00.0%UnchangedHolders
Q4 20249$487<0.1%+5+125.0%AddedHolders
Q3 20244$177<0.1%+4NewHolders