Skip to content
Disclosery

True Wealth Design, LLC: KDP position timeline

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

True Wealth Design, LLC held 1,143 KDP 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 1,143 shares
    Change vs previous 13F -940 shares

    0.01% of the 13F portfolio, value $37,411.

    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 2,083 shares
    Change vs previous 13F -2,264 shares

    0.02% of the 13F portfolio, value $54,846.

    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 4,347 shares
    Change vs previous 13F +3,317 shares

    0.04% of the 13F portfolio, value $121,760.

    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 1,030 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $26,264.

    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 1,176 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $38,864.

    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 1,156 shares
    Change vs previous 13F +895 shares

    0.02% of the 13F portfolio, value $39,543.

    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 261 shares
    Change vs previous 13F +226 shares

    <0.01% of the 13F portfolio, value $8,369.

    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 35 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,312.

    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).