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Disclosery

True Wealth Design, LLC: DFAT position timeline

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

True Wealth Design, LLC held 40,114 DFAT 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 40,114 shares
    Change vs previous 13F -1,473 shares

    0.67% of the 13F portfolio, value $2,803,969.

    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 41,587 shares
    Change vs previous 13F -1,017 shares

    0.72% of the 13F portfolio, value $2,597,109.

    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 42,604 shares
    Change vs previous 13F -2,434 shares

    0.74% of the 13F portfolio, value $2,536,643.

    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 45,038 shares
    Change vs previous 13F -851 shares

    0.8% of the 13F portfolio, value $2,621,662.

    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 45,889 shares
    Change vs previous 13F -7,030 shares

    0.87% of the 13F portfolio, value $2,476,171.

    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 52,919 shares
    Change vs previous 13F -4,874 shares

    1.04% of the 13F portfolio, value $2,724,800.

    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 57,793 shares
    Change vs previous 13F -6,990 shares

    1.25% of the 13F portfolio, value $3,216,778.

    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 64,783 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,603,871.

    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).