Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WDS holding history

Woodside Energy Group Ltd 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.

WDS overviewAll 13F holders of WDSFull Q2 2026 holdings

Shares (Q2 2026)
512
Value
$9.89K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of WDS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026512$9.89K<0.1%−18−3.4%ReducedHolders
Q1 2026530$12.7K<0.1%+285+116.3%AddedHolders
Q4 2025245$3.82K<0.1%−10−3.9%ReducedHolders
Q3 2025255$3.84K<0.1%+49+23.8%AddedHolders
Q2 2025206$3.18K<0.1%+70+51.5%AddedHolders
Q1 2025136$1.97K<0.1%+10+7.9%AddedHolders
Q4 2024126$1.97K<0.1%−38−23.2%ReducedHolders
Q3 2024164$2.83K<0.1%−5−3.0%ReducedHolders
Q2 2024169$3.18K<0.1%+52+44.4%AddedHolders
Q1 2024117$2.34K<0.1%+54+85.7%AddedHolders
Q4 202363$1.33K<0.1%+3+5.0%AddedHolders
Q3 202360$1.40K<0.1%+11+22.4%AddedHolders
Q2 202349$1.14K<0.1%+7+16.7%AddedHolders
Q1 202342$943<0.1%+1+2.4%AddedHolders
Q4 202241$993<0.1%–No prior filingHolders