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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WSBC holding history

Wesbanco 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.

WSBC overviewAll 13F holders of WSBCFull Q2 2026 holdings

Shares (Q2 2026)
897
Value
$35.0K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of WSBC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026897$35.0K<0.1%+28+3.2%AddedHolders
Q1 2026869$30.0K<0.1%00.0%UnchangedHolders
Q4 2025869$28.9K<0.1%−8−0.9%ReducedHolders
Q3 2025877$28.0K<0.1%+384+77.9%AddedHolders
Q2 2025493$15.6K<0.1%+492+49,200.0%AddedHolders
Q1 20251$31<0.1%+1NewHolders