Ownership history in True Wealth Design, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in VERINT SYS INC (VRNT). 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 | 275 | — | 0% | 0.00% | $6K | — |
| 2025 Q2 | ADDED | 275 | +272 | +9066.7% | 0.00% | $5K | — |
| 2025 Q1 | UNCHANGED | 3 | — | 0% | 0.00% | $54 | — |
| 2024 Q4 | REDUCED | 3 | -313 | -99.1% | 0.00% | $83 | — |
| 2024 Q3 | INITIATED | 316 | — | — | 0.00% | $8K | — |
As of 2025 Q4 — sorted by position size