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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WFG holding history

West Fraser Timber Co., 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.

WFG overviewAll 13F holders of WFGFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2022
Holdings of WFG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−9−100.0%Sold outHolders
Q3 20259$612<0.1%+3+50.0%AddedHolders
Q2 20256$440<0.1%+1+20.0%AddedHolders
Q1 20255$385<0.1%+1+25.0%AddedHolders
Q4 20244$347<0.1%−41−91.1%ReducedHolders
Q3 202445$4.38K<0.1%−10,151−99.6%ReducedHolders
Q2 202410,196$783.8K0.2%+170+1.7%AddedHolders
Q1 202410,026$866.5K0.2%−97−1.0%ReducedHolders
Q4 202310,123$866.3K0.2%+786+8.4%AddedHolders
Q3 20239,337$677.3K0.2%+9,336+933,600.0%AddedHolders
Q2 20231$86<0.1%00.0%UnchangedHolders
Q1 20231$72<0.1%00.0%UnchangedHolders
Q4 20221$72<0.1%–No prior filingHolders