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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

ZS holding history

Zscaler, 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.

ZS overviewAll 13F holders of ZSFull Q2 2026 holdings

Shares (Q2 2026)
130
Value
$18.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ZS by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026130$18.4K<0.1%−117−47.4%ReducedHolders
Q1 2026247$34.7K<0.1%−289−53.9%ReducedHolders
Q4 2025536$120.6K<0.1%+44+8.9%AddedHolders
Q3 2025492$147.4K<0.1%+100+25.5%AddedHolders
Q2 2025392$123.1K<0.1%+12+3.2%AddedHolders
Q1 2025380$75.4K<0.1%−30−7.3%ReducedHolders
Q4 2024410$74.0K<0.1%+224+120.4%AddedHolders
Q3 2024186$31.8K<0.1%+185+18,500.0%AddedHolders
Q2 20241$193<0.1%−1−50.0%ReducedHolders
Q1 20242$386<0.1%+1+100.0%AddedHolders
Q4 20231$222<0.1%00.0%UnchangedHolders
Q3 20231$156<0.1%00.0%UnchangedHolders
Q2 20231$147<0.1%00.0%UnchangedHolders
Q1 20231$117<0.1%00.0%UnchangedHolders
Q4 20221$112<0.1%–No prior filingHolders