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Disclosery

True Wealth Design, LLC: EPAM position timeline

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

True Wealth Design, LLC held 117 EPAM 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 117 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $9,284.

    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 191 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $25,862.

    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 177 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $36,264.

    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 197 shares
    Change vs previous 13F +187 shares

    0.01% of the 13F portfolio, value $29,706.

    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 10 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $1,769.

    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 22 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $3,715.

    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 67 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $15,666.

    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 92 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,311.

    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).