TPG β€” TPG INC

Ownership history in True Wealth Design, LLC  Β·  5 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported TPG INC (TPG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows TPG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was True Wealth Design, LLC's position in TPG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TPG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How True Wealth Design, LLC held TPG β€” position size vs. price
% of Fund (quarterly)    TPG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 53 +9 +20.5% 0.00% $2K 2026-04-13 $39.47
2025 Q4 UNCHANGED 44 β€” 0% 0.00% $3K 2026-01-08 $66.11
2025 Q3 UNCHANGED 44 β€” 0% 0.00% $3K 2025-10-21 $55.57
2025 Q2 ADDED 44 +4 +10.0% 0.00% $2K 2025-08-06 $58.44
2025 Q1 INITIATED 40 β€” β€” 0.00% $2K 2025-05-13 $50.89

FAQ About True Wealth Design, LLC and TPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has True Wealth Design, LLC reported owning TPG?

True Wealth Design, LLC reported TPG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TPG position in True Wealth Design, LLC's portfolio?

The largest reported portfolio weight for TPG was 0.00% in 2025 Q4.

What is the latest reported TPG position on this page?

The most recent filing on this page is 2026 Q1, when True Wealth Design, LLC reported 53 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this TPG ownership page compare?

The chart compares True Wealth Design, LLC's quarterly TPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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