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Disclosery

True Wealth Design, LLC: JKHY position timeline

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

True Wealth Design, LLC held 287 JKHY 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 287 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $41,110.

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

  2. period ended2026-06-30
    13F 269 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $37,053.

    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).

  3. period ended2026-03-31
    13F 184 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $29,080.

    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).

  4. period ended2025-12-31
    13F 87 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $15,876.

    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).

  5. period ended2025-09-30
    13F 30 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $4,468.

    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).

  6. period ended2025-06-30
    13F 3 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $541.

    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).

  7. period ended2025-03-31
    13F 1 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $183.

    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).