True Wealth Design’s Sezzle SEZL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$865	Buy	8 +3	+60%	+$419	﹤0.01%	1971
2026 Q2	$859	Sell	5 -4	-44%	-$422	﹤0.01%	2043
2026 Q1	$570	Hold	9	–	–	﹤0.01%	2011
2025 Q4	$572	Hold	9	–	–	﹤0.01%	1912
2025 Q3	$716	Hold	9	–	–	﹤0.01%	1878
2025 Q2	$1.61K	Buy	+9	New	+$797	﹤0.01%	1264

Other funds holding SEZL

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's SEZL Position: Q3 2026 in Review

True Wealth Design increased its Sezzle (SEZL) stake by 60% in Q3 2026, buying an estimated $419 and bringing the position to 8 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

True Wealth Design first reported a position in SEZL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.61K in Q2 2025. 21 funds tracked by Wall St. Rank hold SEZL as of Q3 2026.

True Wealth Design held 8 shares of Sezzle worth $865 as of Q3 2026.
True Wealth Design bought 3 Sezzle shares in Q3 2026, an estimated $419.
Sezzle made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1971 holding.
True Wealth Design first reported a position in Sezzle in Q2 2025 and has held it in 6 quarters since.
True Wealth Design's Sezzle position peaked at $1.61K in Q2 2025.
21 funds tracked by Wall St. Rank held Sezzle as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.