True Wealth Design, LLC: ITT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on ITT, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 411 ITT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 411 sharesChange vs previous 13F -182 shares
0.02% of the 13F portfolio, value $81,280.
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 593 sharesChange vs previous 13F +421 shares
0.03% of the 13F portfolio, value $112,985.
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 172 sharesChange vs previous 13F +6 shares
0.01% of the 13F portfolio, value $29,844.
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 166 sharesChange vs previous 13F +114 shares
0.01% of the 13F portfolio, value $29,675.
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 52 sharesChange vs previous 13F -18 shares
<0.01% of the 13F portfolio, value $8,156.
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 70 sharesChange vs previous 13F +16 shares
<0.01% of the 13F portfolio, value $9,042.
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 54 sharesChange vs previous 13F +38 shares
<0.01% of the 13F portfolio, value $7,716.
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 16 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $2,393.
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).