True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

WY holding history

Weyerhaeuser 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.

WY overview All 13F holders of WY Full Q2 2026 holdings

Shares (Q2 2026): 535
Value: $12.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of WY by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	535	$12.8K	<0.1%	+398+290.5%	Added	Holders
Q1 2026	137	$3.34K	<0.1%	+137	New	Holders
Q3 2025	0	$0	0.0%	−33−100.0%	Sold out	Holders
Q2 2025	33	$848	<0.1%	+33	New	Holders