True Wealth Design, LLC: BSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on BSX, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 2,891 BSX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 2,891 sharesChange vs previous 13F +1,536 shares
0.03% of the 13F portfolio, value $123,388.
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 1,355 sharesChange vs previous 13F +1,164 shares
0.02% of the 13F portfolio, value $85,027.
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 191 sharesChange vs previous 13F -222 shares
0.01% of the 13F portfolio, value $18,212.
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 413 sharesChange vs previous 13F +202 shares
0.01% of the 13F portfolio, value $40,277.
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 211 sharesChange vs previous 13F +39 shares
0.01% of the 13F portfolio, value $22,615.
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 172 sharesChange vs previous 13F +130 shares
0.01% of the 13F portfolio, value $17,305.
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 42 sharesChange vs previous 13F +19 shares
<0.01% of the 13F portfolio, value $3,711.
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 23 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,928.
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).