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Disclosery

True Wealth Design, LLC: DFEM position timeline

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

True Wealth Design, LLC held 14,438 DFEM 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 14,438 shares
    Change vs previous 13F -357 shares

    0.14% of the 13F portfolio, value $586,761.

    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 14,795 shares
    Change vs previous 13F -550 shares

    0.14% of the 13F portfolio, value $511,156.

    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 15,345 shares
    Change vs previous 13F -1,701 shares

    0.15% of the 13F portfolio, value $507,600.

    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 17,046 shares
    Change vs previous 13F +954 shares

    0.17% of the 13F portfolio, value $546,656.

    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 16,092 shares
    Change vs previous 13F -1,012 shares

    0.17% of the 13F portfolio, value $477,611.

    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 17,104 shares
    Change vs previous 13F -1,095 shares

    0.17% of the 13F portfolio, value $452,572.

    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 18,199 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $476,632.

    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 18,199 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $512,302.

    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).