True Wealth Design, LLC: AXTA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on AXTA, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 584 AXTA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 584 sharesChange vs previous 13F -1,962 shares
<0.01% of the 13F portfolio, value $19,985.
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 2,546 sharesChange vs previous 13F +835 shares
0.02% of the 13F portfolio, value $70,525.
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 1,711 sharesChange vs previous 13F -86 shares
0.02% of the 13F portfolio, value $55,283.
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 1,797 sharesChange vs previous 13F +1,687 shares
0.02% of the 13F portfolio, value $51,431.
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 110 sharesChange vs previous 13F -93 shares
<0.01% of the 13F portfolio, value $3,266.
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 203 sharesChange vs previous 13F -188 shares
<0.01% of the 13F portfolio, value $6,734.
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 391 sharesChange vs previous 13F -628 shares
0.01% of the 13F portfolio, value $13,381.
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 1,019 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $36,878.
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).