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Disclosery

True Wealth Design, LLC: DIHP position timeline

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

True Wealth Design, LLC held 498,488 DIHP 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 498,488 shares
    Change vs previous 13F +39,372 shares

    4.05% of the 13F portfolio, value $17,010,912.

    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 459,116 shares
    Change vs previous 13F +12,648 shares

    4.1% of the 13F portfolio, value $14,792,727.

    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 446,468 shares
    Change vs previous 13F -10,377 shares

    4.14% of the 13F portfolio, value $14,137,410.

    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 456,845 shares
    Change vs previous 13F +5,116 shares

    4.24% of the 13F portfolio, value $13,885,791.

    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 451,729 shares
    Change vs previous 13F -22,107 shares

    4.69% of the 13F portfolio, value $13,321,498.

    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 473,836 shares
    Change vs previous 13F -545 shares

    4.86% of the 13F portfolio, value $12,765,134.

    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 474,381 shares
    Change vs previous 13F +26,143 shares

    4.64% of the 13F portfolio, value $11,968,624.

    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 448,238 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $12,416,206.

    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).