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Disclosery

True Wealth Design, LLC: DFEV position timeline

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

True Wealth Design, LLC held 694,242 DFEV 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 694,242 shares
    Change vs previous 13F -7,047 shares

    7.05% of the 13F portfolio, value $29,621,282.

    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 701,289 shares
    Change vs previous 13F -3,312 shares

    6.96% of the 13F portfolio, value $25,092,120.

    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 704,601 shares
    Change vs previous 13F -34,917 shares

    6.97% of the 13F portfolio, value $23,773,223.

    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 739,518 shares
    Change vs previous 13F -7,467 shares

    7.21% of the 13F portfolio, value $23,583,244.

    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 746,985 shares
    Change vs previous 13F -59,031 shares

    7.89% of the 13F portfolio, value $22,402,069.

    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 806,016 shares
    Change vs previous 13F -1,496 shares

    8.3% of the 13F portfolio, value $21,802,730.

    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 807,512 shares
    Change vs previous 13F +21,050 shares

    8.21% of the 13F portfolio, value $21,164,883.

    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 786,462 shares
    Change vs previous 13F not available

    8.74% of the 13F portfolio, value $22,382,706.

    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).