Skip to content
Disclosery

True Wealth Design, LLC: EXPE position timeline

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

True Wealth Design, LLC held 1,022 EXPE 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 1,022 shares
    Change vs previous 13F +60 shares

    0.06% of the 13F portfolio, value $261,510.

    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 962 shares
    Change vs previous 13F -420 shares

    0.06% of the 13F portfolio, value $222,117.

    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 1,382 shares
    Change vs previous 13F +45 shares

    0.11% of the 13F portfolio, value $391,535.

    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 1,337 shares
    Change vs previous 13F +699 shares

    0.09% of the 13F portfolio, value $285,784.

    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 638 shares
    Change vs previous 13F +225 shares

    0.04% of the 13F portfolio, value $107,618.

    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 413 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $69,426.

    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 338 shares
    Change vs previous 13F +294 shares

    0.02% of the 13F portfolio, value $62,980.

    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 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,513.

    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).