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Disclosery

True Wealth Design, LLC: BOXX position timeline

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

True Wealth Design, LLC held 486,131 BOXX 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 486,131 shares
    Change vs previous 13F -10,900 shares

    13.54% of the 13F portfolio, value $56,921,044.

    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 497,031 shares
    Change vs previous 13F +20,745 shares

    16.04% of the 13F portfolio, value $57,799,701.

    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 476,286 shares
    Change vs previous 13F +16,924 shares

    16.07% of the 13F portfolio, value $54,820,485.

    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 459,362 shares
    Change vs previous 13F +87,994 shares

    15.98% of the 13F portfolio, value $52,302,924.

    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 371,368 shares
    Change vs previous 13F -201,344 shares

    14.75% of the 13F portfolio, value $41,845,771.

    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 572,712 shares
    Change vs previous 13F +8,233 shares

    24.32% of the 13F portfolio, value $63,851,694.

    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 564,479 shares
    Change vs previous 13F +43,496 shares

    24.15% of the 13F portfolio, value $62,250,777.

    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 520,983 shares
    Change vs previous 13F not available

    22.16% of the 13F portfolio, value $56,750,722.

    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).