Ownership history in True Wealth Design, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in INTERPUBLIC GROUP COS INC (IPG). 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 | UNCHANGED | 49 | — | 0% | 0.00% | $1K | — |
| 2025 Q2 | REDUCED | 49 | -18 | -26.9% | 0.00% | $1K | — |
| 2025 Q1 | ADDED | 67 | +33 | +97.1% | 0.00% | $2K | — |
| 2024 Q4 | ADDED | 34 | +3 | +9.7% | 0.00% | $953 | — |
| 2024 Q3 | ADDED | 31 | +2 | +6.9% | 0.00% | $981 | — |
| 2024 Q2 | ADDED | 29 | +7 | +31.8% | 0.00% | $844 | — |
| 2024 Q1 | REDUCED | 22 | -24,120 | -99.9% | 0.00% | $718 | — |
| 2023 Q4 | ADDED | 24,142 | +1,706 | +7.6% | 0.22% | $788K | — |
| 2023 Q3 | ADDED | 22,436 | +1,129 | +5.3% | 0.22% | $643K | — |
| 2023 Q2 | REDUCED | 21,307 | -268 | -1.2% | 0.30% | $822K | — |
As of 2025 Q4 — sorted by position size