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Disclosery

True Wealth Design, LLC: COHR position timeline

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

True Wealth Design, LLC held 29 COHR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $8,347.

    13F-HR 0001966033-26-000007 filed by True Wealth Design, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $13,018.

    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).

  3. period ended2026-03-31
    13F 28 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $6,670.

    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).

  4. period ended2025-12-31
    13F 31 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $5,722.

    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).

  5. period ended2025-09-30
    13F 25 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $2,693.

    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).

  6. period ended2025-06-30
    13F 21 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $1,874.

    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).

  7. period ended2025-03-31
    13F 9 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $585.

    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).

  8. period ended2024-12-31
    13F 6 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $569.

    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).