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 SOLARMAX TECHNOLOGY INC (SMXT). 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 | 1 | -53 | -98.1% | 0.00% | $2 | $1.05 |
| 2025 Q2 | ADDED | 54 | +34 | +170.0% | 0.00% | $59 | $1.09 |
| 2025 Q1 | INITIATED | 20 | — | — | 0.00% | $24 | $1.20 |
As of 2025 Q4 — sorted by position size