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 THRYV HLDGS INC (THRY). 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 | 283 | — | 0% | 0.00% | $3K | $12.06 |
| 2025 Q2 | ADDED | 283 | +260 | +1130.4% | 0.00% | $3K | $12.16 |
| 2025 Q1 | REDUCED | 23 | -43 | -65.2% | 0.00% | $295 | $12.81 |
| 2024 Q3 | INITIATED | 66 | — | — | 0.00% | $1K | $17.23 |
As of 2025 Q4 — sorted by position size