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
- period ended2026-06-3013F 2,696 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,352 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,117 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,131 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,309 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,525 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 140 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 121 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).