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True Wealth Design, LLC: APH position timeline

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

True Wealth Design, LLC held 2,696 APH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,696 shares
    Change vs previous 13F -656 shares

    0.11% of the 13F portfolio, value $475,359.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 3,352 shares
    Change vs previous 13F +235 shares

    0.12% of the 13F portfolio, value $423,526.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 3,117 shares
    Change vs previous 13F -14 shares

    0.12% of the 13F portfolio, value $421,232.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 3,131 shares
    Change vs previous 13F +822 shares

    0.12% of the 13F portfolio, value $387,464.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 2,309 shares
    Change vs previous 13F +784 shares

    0.08% of the 13F portfolio, value $228,016.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 1,525 shares
    Change vs previous 13F +1,385 shares

    0.04% of the 13F portfolio, value $100,027.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 140 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $9,725.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 121 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,885.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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