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Disclosery

True Wealth Design, LLC: DFUS position timeline

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

True Wealth Design, LLC held 35,450 DFUS 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 35,450 shares
    Change vs previous 13F -294 shares

    0.69% of the 13F portfolio, value $2,904,803.

    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 35,744 shares
    Change vs previous 13F -1,073 shares

    0.7% of the 13F portfolio, value $2,534,608.

    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 36,817 shares
    Change vs previous 13F -1,216 shares

    0.8% of the 13F portfolio, value $2,730,692.

    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 38,033 shares
    Change vs previous 13F -2,777 shares

    0.84% of the 13F portfolio, value $2,755,137.

    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 40,810 shares
    Change vs previous 13F -541 shares

    0.96% of the 13F portfolio, value $2,735,087.

    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 41,351 shares
    Change vs previous 13F -1,208 shares

    0.95% of the 13F portfolio, value $2,500,909.

    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 42,559 shares
    Change vs previous 13F -2,326 shares

    1.05% of the 13F portfolio, value $2,713,137.

    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 44,885 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,791,847.

    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).