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Drucker Wealth 3.0, LLC

SEC CIK
0002031642
Latest filing
Jul 13, 2026

TFC holding history

Truist Financial Corp in every 13F filed by Drucker Wealth 3.0, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
28,412
Value
$1.42M
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of TFC by Drucker Wealth 3.0, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,412$1.42M0.2%−1,232−4.2%ReducedHolders
Q1 202629,644$1.36M0.2%−3,195−9.7%ReducedHolders
Q4 202532,839$1.62M0.3%−4,303−11.6%ReducedHolders
Q3 202537,142$1.70M0.3%−16,851−31.2%ReducedHolders
Q2 202553,993$2.44M0.5%−16,258−23.1%ReducedHolders
Q1 202570,251$2.89M0.6%−2,532−3.5%ReducedHolders
Q4 202472,783$3.16M0.7%−537−0.7%ReducedHolders
Q3 202473,320$3.14M0.8%+1,208+1.7%AddedHolders
Q2 202472,112$2.80M0.7%–No prior filingHolders