Skip to main content

True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

Z holding history

Zillow Group, 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.

Z overviewAll 13F holders of ZFull Q2 2026 holdings

Shares (Q2 2026)
157
Value
$4.95K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of Z by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026157$4.95K<0.1%+99+170.7%AddedHolders
Q1 202658$2.40K<0.1%+37+176.2%AddedHolders
Q4 202521$1.43K<0.1%+2+10.5%AddedHolders
Q3 202519$1.46K<0.1%00.0%UnchangedHolders
Q2 202519$1.33K<0.1%−8−29.6%ReducedHolders
Q1 202527$1.85K<0.1%−19−41.3%ReducedHolders
Q4 202446$3.41K<0.1%+38+475.0%AddedHolders
Q3 20248$511<0.1%00.0%UnchangedHolders
Q2 20248$372<0.1%+1+14.3%AddedHolders
Q1 20247$342<0.1%+1+16.7%AddedHolders
Q4 20236$348<0.1%+3+100.0%AddedHolders
Q3 20233$139<0.1%+1+50.0%AddedHolders
Q2 20232$101<0.1%00.0%UnchangedHolders
Q1 20232$89<0.1%+1+100.0%AddedHolders
Q4 20221$32<0.1%–No prior filingHolders