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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

VTRS holding history

Viatris 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.

VTRS overviewAll 13F holders of VTRSFull Q2 2026 holdings

Shares (Q2 2026)
66
Value
$1.05K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2022
Holdings of VTRS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666$1.05K<0.1%00.0%UnchangedHolders
Q1 202666$892<0.1%00.0%UnchangedHolders
Q4 202566$822<0.1%+48+266.7%AddedHolders
Q3 202518$179<0.1%−2,175−99.2%ReducedHolders
Q2 20252,193$19.6K<0.1%+1,482+208.4%AddedHolders
Q1 2025711$6.19K<0.1%+711NewHolders
Q2 20230$00.0%−166−100.0%Sold outHolders
Q1 2023166$1.60K<0.1%00.0%UnchangedHolders
Q4 2022166$1.85K<0.1%–No prior filingHolders