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Disclosery

True Wealth Design, LLC: CORT position timeline

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

True Wealth Design, LLC held 529 CORT 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 529 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $45,997.

    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 0 shares
    Change vs previous 13F -218 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 218 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $7,587.

    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 291 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $24,186.

    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 201 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $14,754.

    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 199 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $22,730.

    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 208 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $10,482.

    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 193 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,933.

    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).