True Wealth Design’s Dun & Bradstreet DNB Stock Holding History

True Wealth Design’s Portfolio DNB Stock Details DNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-205	Closed	-$1.86K	–	2762
2025 Q2	$1.86K	Buy	205 +200	+4,000%	+$1.79K	﹤0.01%	1205
2025 Q1	$45	Buy	+5	New	+$51	﹤0.01%	2409

Other funds holding DNB

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's DNB Position: Q3 2025 in Review

True Wealth Design sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 205 shares — an estimated $1.86K sold.

True Wealth Design first reported a position in DNB in Q1 2025 and held it in 2 quarters. The position peaked at $1.86K in Q2 2025. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

True Wealth Design reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 205 Dun & Bradstreet shares in Q3 2025, an estimated $1.86K.
True Wealth Design first reported a position in Dun & Bradstreet in Q1 2025 and held it in 2 quarters.
True Wealth Design's Dun & Bradstreet position peaked at $1.86K in Q2 2025.
2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.