Hldgs shares owned by True Wealth Design
Historical chart of True Wealth Design investment in Hldgs
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All positions including Hldgs held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $151k | 1.4k | 111.84 |
| 2025-09-30 | $120k | 1.2k | 96.52 |
| 2025-06-30 | $83k | 1.0k | 79.63 |
| 2025-03-31 | $4.6k | 67 | 69.06 |
| 2024-12-31 | $5.1k | 53 | 97.11 |
| 2024-09-30 | $2.5k | 44 | 57.07 |
| 2024-06-30 | $1.3k | 27 | 48.67 |
| 2024-03-31 | $814 | 17 | 47.88 |
| 2023-12-31 | $413 | 10 | 41.30 |
| 2023-09-30 | $297 | 7 | 42.43 |
| 2023-06-30 | $385 | 7 | 55.00 |
| 2023-03-31 | $309 | 7 | 44.29 |
| 2022-12-31 | $264 | 7 | 37.71 |