True Wealth Design, LLC

SEC CIK: 0001966033
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

ZVIA holding history

Zevia PBC 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.

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

Shares (Q2 2026): 552
Value: $900
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of ZVIA by True Wealth Design, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	552	$900	<0.1%	+432+360.0%	Added	Holders
Q1 2026	120	$141	<0.1%	+111+1,233.3%	Added	Holders
Q4 2025	9	$21	<0.1%	+9	New	Holders