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Disclosery

True Wealth Design, LLC: DFIC position timeline

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

True Wealth Design, LLC held 1,136,103 DFIC 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 1,136,103 shares
    Change vs previous 13F +73,774 shares

    10.07% of the 13F portfolio, value $42,331,211.

    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 1,062,329 shares
    Change vs previous 13F +13,792 shares

    10.47% of the 13F portfolio, value $37,744,556.

    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 1,048,537 shares
    Change vs previous 13F -24,497 shares

    10.59% of the 13F portfolio, value $36,132,593.

    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 1,073,034 shares
    Change vs previous 13F +2,988 shares

    10.75% of the 13F portfolio, value $35,184,775.

    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 1,070,046 shares
    Change vs previous 13F -103,114 shares

    11.72% of the 13F portfolio, value $33,267,730.

    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 1,173,160 shares
    Change vs previous 13F -21,890 shares

    12.41% of the 13F portfolio, value $32,578,651.

    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 1,195,050 shares
    Change vs previous 13F +11,556 shares

    11.98% of the 13F portfolio, value $30,886,074.

    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 1,183,494 shares
    Change vs previous 13F not available

    13.01% of the 13F portfolio, value $33,303,528.

    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).