True Wealth Design, LLC
- SEC CIK
- 0001966033
- Latest filing
- Jul 16, 2026
YEXT holding history
Yext, 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.
YEXT overviewAll 13F holders of YEXTFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −93−100.0% | Sold out | Holders |
| Q1 2026 | 93 | $358 | <0.1% | −178−65.7% | Reduced | Holders |
| Q4 2025 | 271 | $2.19K | <0.1% | +34+14.3% | Added | Holders |
| Q3 2025 | 237 | $2.02K | <0.1% | +1+0.4% | Added | Holders |
| Q2 2025 | 236 | $2.01K | <0.1% | +213+926.1% | Added | Holders |
| Q1 2025 | 23 | $142 | <0.1% | −276−92.3% | Reduced | Holders |
| Q4 2024 | 299 | $1.90K | <0.1% | +70+30.6% | Added | Holders |
| Q3 2024 | 229 | $1.58K | <0.1% | +229 | New | Holders |