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Disclosery

True Wealth Design, LLC: JAN position timeline

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

True Wealth Design, LLC held 2 JAN 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 2 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $60.

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