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Disclosery

True Wealth Design, LLC: AVUS position timeline

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

True Wealth Design, LLC held 40,691 AVUS 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 40,691 shares
    Change vs previous 13F -2,563 shares

    1.24% of the 13F portfolio, value $5,211,680.

    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 43,254 shares
    Change vs previous 13F +2,443 shares

    1.33% of the 13F portfolio, value $4,808,960.

    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 40,811 shares
    Change vs previous 13F -2,141 shares

    1.34% of the 13F portfolio, value $4,561,833.

    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 42,952 shares
    Change vs previous 13F -2,562 shares

    1.43% of the 13F portfolio, value $4,668,863.

    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 45,514 shares
    Change vs previous 13F +21,553 shares

    1.62% of the 13F portfolio, value $4,588,703.

    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 23,961 shares
    Change vs previous 13F +3,635 shares

    0.84% of the 13F portfolio, value $2,213,560.

    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 20,326 shares
    Change vs previous 13F -605 shares

    0.76% of the 13F portfolio, value $1,970,182.

    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 20,931 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,991,568.

    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).