True Wealth Design, LLC: INTC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on INTC, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 3,871 INTC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 3,871 sharesChange vs previous 13F -1,761 shares
0.13% of the 13F portfolio, value $540,508.
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 5,632 sharesChange vs previous 13F -995 shares
0.07% of the 13F portfolio, value $248,541.
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 6,627 sharesChange vs previous 13F -503 shares
0.07% of the 13F portfolio, value $244,537.
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 7,130 sharesChange vs previous 13F +3,807 shares
0.07% of the 13F portfolio, value $239,197.
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 3,323 sharesChange vs previous 13F +256 shares
0.03% of the 13F portfolio, value $74,425.
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 3,067 sharesChange vs previous 13F +214 shares
0.03% of the 13F portfolio, value $69,642.
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 2,853 sharesChange vs previous 13F +2,769 shares
0.02% of the 13F portfolio, value $57,194.
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 84 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,971.
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).