True Wealth Design, LLC CELC — CELCUITY INC

Ownership history in True Wealth Design, LLC  ·  7 quarters on record

AI Ownership Summary

True Wealth Design, LLC reported CELCUITY INC (CELC) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. The latest visible filing shows CELC 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 CELC 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 CELCUITY 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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 Q3

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.

CELC stock page True Wealth Design, LLC fund profile True Wealth Design, LLC full holdings
How True Wealth Design, LLC held CELC — position size vs. price
% of Fund (quarterly)    CELC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 101 — 0% 0.00% $8K 2026-10-13 $63.19
2026 Q2 REDUCED 12.2% -23.9% ✅ 101 -14 -12.2% 0.00% $11K 2026-07-16 $88.29
2026 Q1 UNCHANGED — — — 115 — 0% 0.00% $13K 2026-04-13 $120.40
2025 Q4 UNCHANGED — — — 115 — 0% 0.00% $11K 2026-01-08 $104.67
2025 Q3 UNCHANGED — — — 115 — 0% 0.00% $6K 2025-10-21 $65.50
2025 Q2 ADDED — — — 115 +101 +721.4% 0.00% $2K 2025-08-06 $44.19
2025 Q1 INITIATED — — — 14 — — 0.00% $142 2025-05-13 $10.82

🏢 Other funds also holding CELC

As of 2026 Q3 — sorted by position size

Hennion & Walsh Asset Management, Inc. 3Y 0.22% WoodTrust Financial Corp 3Y 7Y 0.05% Focus Financial Network, Inc. 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% TOMPKINS FINANCIAL CORP 3Y 7Y 0.0% Cape Investment Advisory, Inc. 0.0% Fortitude Family Office, LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About True Wealth Design, LLC and CELC

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 CELC?

True Wealth Design, LLC reported CELC across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

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

The largest reported portfolio weight for CELC was 0.00% in 2026 Q1.

What is the latest reported CELC position on this page?

The most recent filing on this page is 2026 Q3, when True Wealth Design, LLC reported 101 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this CELC ownership page compare?

The chart compares True Wealth Design, LLC's quarterly CELC 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.

How well did True Wealth Design, LLC time their CELC position?

Based on 13F filing dates vs. subsequent CELC price moves, True Wealth Design, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on CELC relative to SPY over the holding period was +181.2%.

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