Number of Shares
46
Previous 38 21.05%
Holding current value
$21.8 Million
Previous $17.9 Million 21.76%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
N/A
8 Added 21.05%
46 $21.8 Million
Q1 2025

May 13, 2025

BUY
N/A
20 Added 111.11%
38 $17.9 Million
Q4 2024

Feb 14, 2025

BUY
N/A
5 Added 38.46%
18 $7.7 Million
Q2 2024

Aug 14, 2024

BUY
N/A
3 Added 30.0%
13 $5.71 Million
Q1 2024

May 14, 2024

BUY
N/A
4 Added 66.67%
10 $4.64 Million
Q1 2023

May 12, 2023

BUY
N/A
6 New
6 $2.13 Million
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.