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Disclosery

True Wealth Design, LLC: CMCSA position timeline

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

True Wealth Design, LLC held 631 CMCSA 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 631 shares
    Change vs previous 13F -2,893 shares

    <0.01% of the 13F portfolio, value $15,492.

    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 3,524 shares
    Change vs previous 13F +1,806 shares

    0.03% of the 13F portfolio, value $101,175.

    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 1,718 shares
    Change vs previous 13F +589 shares

    0.02% of the 13F portfolio, value $51,352.

    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 1,129 shares
    Change vs previous 13F -1,961 shares

    0.01% of the 13F portfolio, value $35,479.

    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 3,090 shares
    Change vs previous 13F +2,268 shares

    0.04% of the 13F portfolio, value $110,288.

    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 822 shares
    Change vs previous 13F -3,268 shares

    0.01% of the 13F portfolio, value $30,338.

    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 4,090 shares
    Change vs previous 13F +699 shares

    0.06% of the 13F portfolio, value $153,504.

    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 3,391 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $141,643.

    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).