True Wealth Design, LLC: HII position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on HII, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 151 HII shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 151 sharesChange vs previous 13F -89 shares
0.01% of the 13F portfolio, value $42,264.
13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 240 sharesChange vs previous 13F +19 shares
0.03% of the 13F portfolio, value $91,176.
13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 221 sharesChange vs previous 13F +80 shares
0.02% of the 13F portfolio, value $75,156.
13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 141 sharesChange vs previous 13F +139 shares
0.01% of the 13F portfolio, value $40,596.
13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $483.
13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1 sharesChange vs previous 13F -2 shares
<0.01% of the 13F portfolio, value $205.
13F-HR 0001966033-25-000003 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3 sharesChange vs previous 13F -224 shares
<0.01% of the 13F portfolio, value $567.
13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 227 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $60,015.
13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).