Ownership history in True Wealth Design, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in CTS CORP (CTS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6 | -7 | -53.8% | 0.00% | $240 | $39.90 |
| 2025 Q2 | REDUCED | 13 | -9 | -40.9% | 0.00% | $554 | $42.53 |
| 2025 Q1 | INITIATED | 22 | — | — | 0.00% | $915 | $41.43 |
As of 2025 Q4 — sorted by position size