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Disclosery

True Wealth Design, LLC: HEI-A position timeline

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

True Wealth Design, LLC held 217 HEI-A shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 217 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $49,548.

    13F-HR 0001966033-26-000007 filed by True Wealth Design, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 146 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $37,655.

    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).

  3. period ended2026-03-31
    13F 75 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $15,832.

    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).

  4. period ended2025-12-31
    13F 19 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $4,797.

    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).

  5. period ended2025-09-30
    13F 21 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $5,336.

    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).

  6. period ended2025-06-30
    13F 20 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,175.

    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).

  7. period ended2025-03-31
    13F 20 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $4,220.

    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).

  8. period ended2024-12-31
    13F 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $559.

    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).