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Disclosery

True Wealth Design, LLC: GTM position timeline

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

True Wealth Design, LLC held 1,780 GTM 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 1,780 shares
    Change vs previous 13F -4,133 shares

    <0.01% of the 13F portfolio, value $5,216.

    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 5,913 shares
    Change vs previous 13F -1,395 shares

    0.01% of the 13F portfolio, value $35,360.

    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 7,308 shares
    Change vs previous 13F -637 shares

    0.02% of the 13F portfolio, value $74,323.

    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 7,945 shares
    Change vs previous 13F +1,042 shares

    0.03% of the 13F portfolio, value $86,680.

    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 6,903 shares
    Change vs previous 13F +6,373 shares

    0.02% of the 13F portfolio, value $69,859.

    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 530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,300.

    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).