Skip to content
Disclosery

True Wealth Design, LLC: HRB position timeline

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

True Wealth Design, LLC held 1,959 HRB 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 1,959 shares
    Change vs previous 13F +1,294 shares

    0.02% of the 13F portfolio, value $74,599.

    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 665 shares
    Change vs previous 13F +603 shares

    0.01% of the 13F portfolio, value $21,108.

    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 62 shares
    Change vs previous 13F -116 shares

    <0.01% of the 13F portfolio, value $2,702.

    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 178 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $9,002.

    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 10 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $549.

    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 3 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $165.

    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 26 shares
    Change vs previous 13F -709 shares

    <0.01% of the 13F portfolio, value $1,374.

    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 735 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $46,710.

    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).