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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

WU holding history

Western Union CO 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.

WU overviewAll 13F holders of WUFull Q2 2026 holdings

Shares (Q2 2026)
502
Value
$3.87K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of WU by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026502$3.87K<0.1%−520−50.9%ReducedHolders
Q1 20261,022$8.92K<0.1%+856+515.7%AddedHolders
Q4 2025166$1.55K<0.1%+162+4,050.0%AddedHolders
Q3 20254$32<0.1%−2,626−99.8%ReducedHolders
Q2 20252,630$22.1K<0.1%−1,326−33.5%ReducedHolders
Q1 20253,956$41.9K<0.1%+3,276+481.8%AddedHolders
Q4 2024680$7.21K<0.1%−1,439−67.9%ReducedHolders
Q3 20242,119$25.3K<0.1%+2,119NewHolders