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Disclosery

True Wealth Design, LLC: CPB position timeline

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

True Wealth Design, LLC held 1,452 CPB 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 1,452 shares
    Change vs previous 13F +1,391 shares

    0.01% of the 13F portfolio, value $32,337.

    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 61 shares
    Change vs previous 13F -353 shares

    <0.01% of the 13F portfolio, value $1,359.

    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 414 shares
    Change vs previous 13F +68 shares

    <0.01% of the 13F portfolio, value $11,528.

    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 346 shares
    Change vs previous 13F +275 shares

    <0.01% of the 13F portfolio, value $10,915.

    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 71 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $2,177.

    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 53 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $2,116.

    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 26 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $1,089.

    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 22 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,077.

    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).