True Wealth Design, LLC: AEO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on AEO, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 1,402 AEO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,402 sharesChange vs previous 13F -116 shares
0.01% of the 13F portfolio, value $24,115.
13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,518 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $25,351.
13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,518 sharesChange vs previous 13F +137 shares
0.01% of the 13F portfolio, value $40,030.
13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,381 sharesChange vs previous 13F +132 shares
0.01% of the 13F portfolio, value $23,629.
13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,249 sharesChange vs previous 13F -1,531 shares
<0.01% of the 13F portfolio, value $12,016.
13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,780 sharesChange vs previous 13F +2,711 shares
0.01% of the 13F portfolio, value $32,304.
13F-HR 0001966033-25-000003 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 69 sharesChange vs previous 13F -415 shares
<0.01% of the 13F portfolio, value $1,151.
13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 484 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $10,837.
13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).