Ownership history in True Wealth Design, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DOXIMITY INC (DOCS). 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 | ADDED | 68 | +44 | +183.3% | 0.00% | $5K | $73.15 |
| 2025 Q2 | REDUCED | 24 | -104 | -81.2% | 0.00% | $1K | $61.34 |
| 2025 Q1 | ADDED | 128 | +102 | +392.3% | 0.00% | $7K | $58.03 |
| 2024 Q4 | INITIATED | 26 | — | — | 0.00% | $1K | $53.39 |
As of 2025 Q4 — sorted by position size