True Wealth Design, LLC: BKNG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on BKNG, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 174 BKNG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 174 sharesChange vs previous 13F +135 shares
0.01% of the 13F portfolio, value $31,014.
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 39 sharesChange vs previous 13F -7 shares
0.05% of the 13F portfolio, value $164,203.
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 46 sharesChange vs previous 13F +17 shares
0.07% of the 13F portfolio, value $246,346.
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 29 sharesChange vs previous 13F +8 shares
0.05% of the 13F portfolio, value $158,523.
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 21 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $123,659.
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 21 sharesChange vs previous 13F +7 shares
0.04% of the 13F portfolio, value $98,404.
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 14 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $71,347.
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 14 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $58,970.
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).