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Disclosery

True Wealth Design, LLC: AXS position timeline

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

True Wealth Design, LLC held 1,049 AXS 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 1,049 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $112,705.

    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 1,089 shares
    Change vs previous 13F +121 shares

    0.03% of the 13F portfolio, value $110,436.

    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 968 shares
    Change vs previous 13F +86 shares

    0.03% of the 13F portfolio, value $103,664.

    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 882 shares
    Change vs previous 13F +209 shares

    0.03% of the 13F portfolio, value $84,496.

    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 673 shares
    Change vs previous 13F +25 shares

    0.02% of the 13F portfolio, value $69,871.

    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 648 shares
    Change vs previous 13F +69 shares

    0.02% of the 13F portfolio, value $64,956.

    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 579 shares
    Change vs previous 13F +82 shares

    0.02% of the 13F portfolio, value $51,311.

    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 497 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $39,567.

    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).