Skip to content
Disclosery

True Wealth Design, LLC: FRME position timeline

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

True Wealth Design, LLC held 153 FRME 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 153 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $6,685.

    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 137 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $5,307.

    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 155 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $5,810.

    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 227 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $8,558.

    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 152 shares
    Change vs previous 13F +150 shares

    <0.01% of the 13F portfolio, value $5,822.

    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 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81.

    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).