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Disclosery

True Wealth Design, LLC: JBHT position timeline

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

True Wealth Design, LLC held 1,707 JBHT 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 1,707 shares
    Change vs previous 13F +169 shares

    0.12% of the 13F portfolio, value $494,058.

    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 1,538 shares
    Change vs previous 13F +163 shares

    0.09% of the 13F portfolio, value $325,903.

    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 1,375 shares
    Change vs previous 13F +155 shares

    0.08% of the 13F portfolio, value $267,218.

    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 1,220 shares
    Change vs previous 13F +544 shares

    0.05% of the 13F portfolio, value $163,688.

    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 676 shares
    Change vs previous 13F +650 shares

    0.03% of the 13F portfolio, value $97,074.

    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 26 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $3,847.

    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 174 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $29,695.

    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 149 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $25,678.

    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).