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Disclosery

True Wealth Design, LLC: EIX position timeline

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

True Wealth Design, LLC held 5,246 EIX 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 5,246 shares
    Change vs previous 13F -69 shares

    0.09% of the 13F portfolio, value $390,565.

    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 5,315 shares
    Change vs previous 13F +756 shares

    0.11% of the 13F portfolio, value $388,944.

    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 4,559 shares
    Change vs previous 13F +2,206 shares

    0.08% of the 13F portfolio, value $273,625.

    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 2,353 shares
    Change vs previous 13F +2,070 shares

    0.04% of the 13F portfolio, value $130,068.

    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 283 shares
    Change vs previous 13F -1,612 shares

    0.01% of the 13F portfolio, value $14,603.

    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 1,895 shares
    Change vs previous 13F +1,474 shares

    0.04% of the 13F portfolio, value $111,654.

    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 421 shares
    Change vs previous 13F -210 shares

    0.01% of the 13F portfolio, value $33,613.

    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 631 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $54,954.

    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).