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Three Cord True Wealth Management, LLC: RECS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Three Cord True Wealth Management, LLC on RECS, newest first. How the timeline and the estimate are built.

Three Cord True Wealth Management, LLC held 707,539 RECS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 707,539 shares
    Change vs previous 13F +41,753 shares

    14.57% of the 13F portfolio, value $30,622,294.

    13F-HR 0002085853-26-000823 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 665,786 shares
    Change vs previous 13F +33,376 shares

    14.42% of the 13F portfolio, value $25,952,377.

    13F-HR 0002085853-26-000502 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 632,410 shares
    Change vs previous 13F +96,135 shares

    15.02% of the 13F portfolio, value $25,827,640.

    13F-HR 0002085853-26-000203 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 536,275 shares
    Change vs previous 13F +13,066 shares

    14.64% of the 13F portfolio, value $21,638,705.

    13F-HR 0002085853-25-000223 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 523,209 shares
    Change vs previous 13F +37,159 shares

    14.37% of the 13F portfolio, value $19,248,882.

    13F-HR/A 0001667731-25-001055 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 486,050 shares
    Change vs previous 13F +45,799 shares

    13.84% of the 13F portfolio, value $16,141,730.

    13F-HR 0001667731-25-000477 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 440,251 shares
    Change vs previous 13F not available

    13.19% of the 13F portfolio, value $15,241,513.

    13F-HR 0001667731-25-000283 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).