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Disclosery

True Wealth Design, LLC: FLS position timeline

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

True Wealth Design, LLC held 42 FLS 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 42 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $3,115.

    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 55 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $4,044.

    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 42 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $2,914.

    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 265 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $14,083.

    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 43 shares
    Change vs previous 13F -830 shares

    <0.01% of the 13F portfolio, value $2,252.

    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 873 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $42,638.

    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 886 shares
    Change vs previous 13F +394 shares

    0.02% of the 13F portfolio, value $50,963.

    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 492 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,432.

    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).