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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WMG holding history

Warner Music Group 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.

WMG overviewAll 13F holders of WMGFull Q2 2026 holdings

Shares (Q2 2026)
332
Value
$8.99K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of WMG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026332$8.99K<0.1%−205−38.2%ReducedHolders
Q1 2026537$13.7K<0.1%+512+2,048.0%AddedHolders
Q4 202525$767<0.1%+14+127.3%AddedHolders
Q3 202511$375<0.1%+4+57.1%AddedHolders
Q2 20257$191<0.1%−1−12.5%ReducedHolders
Q1 20258$251<0.1%−1−11.1%ReducedHolders
Q4 20249$279<0.1%+2+28.6%AddedHolders
Q3 20247$220<0.1%+1+16.7%AddedHolders
Q2 20246$184<0.1%+3+100.0%AddedHolders
Q1 20243$100<0.1%+1+50.0%AddedHolders
Q4 20232$72<0.1%00.0%UnchangedHolders
Q3 20232$63<0.1%00.0%UnchangedHolders
Q2 20232$53<0.1%00.0%UnchangedHolders
Q1 20232$67<0.1%+1+100.0%AddedHolders
Q4 20221$35<0.1%–No prior filingHolders