Skip to content
Disclosery

True Wealth Design, LLC: EMR position timeline

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

True Wealth Design, LLC held 1,726 EMR 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 1,726 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $247,077.

    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 1,639 shares
    Change vs previous 13F -152 shares

    0.06% of the 13F portfolio, value $214,742.

    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 1,791 shares
    Change vs previous 13F -86 shares

    0.07% of the 13F portfolio, value $237,702.

    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 1,877 shares
    Change vs previous 13F -135 shares

    0.08% of the 13F portfolio, value $246,182.

    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 2,012 shares
    Change vs previous 13F -141 shares

    0.09% of the 13F portfolio, value $268,216.

    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 2,153 shares
    Change vs previous 13F +1,030 shares

    0.09% of the 13F portfolio, value $236,019.

    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 1,123 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $139,133.

    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 1,111 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $121,511.

    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).