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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WDC holding history

Western Digital Corp 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.

WDC overviewAll 13F holders of WDCFull Q2 2026 holdings

Shares (Q2 2026)
875
Value
$558.9K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of WDC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026875$558.9K0.1%+44+5.3%AddedHolders
Q1 2026831$224.8K0.1%+216+35.1%AddedHolders
Q4 2025615$105.9K<0.1%+230+59.7%AddedHolders
Q3 2025385$46.2K<0.1%+219+131.9%AddedHolders
Q2 2025166$10.6K<0.1%−55−24.9%ReducedHolders
Q1 2025221$8.94K<0.1%+181+452.5%AddedHolders
Q4 202440$2.39K<0.1%−394−90.8%ReducedHolders
Q3 2024434$29.6K<0.1%+415+2,184.2%AddedHolders
Q2 202419$1.44K<0.1%+5+35.7%AddedHolders
Q1 202414$956<0.1%+6+75.0%AddedHolders
Q4 20238$419<0.1%+1+14.3%AddedHolders
Q3 20237$320<0.1%+1+16.7%AddedHolders
Q2 20236$228<0.1%−27−81.8%ReducedHolders
Q1 202333$1.24K<0.1%+27+450.0%AddedHolders
Q4 20226$189<0.1%–No prior filingHolders