True Wealth Design, LLC
Holdings in CDLR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $37 | 2 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $82 | 4 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $99 | 5 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $39 | 2 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $44 | 2 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $28 | 1 | Shares | Sole | 2024-11-14 |