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Disclosery

True Wealth Design, LLC: LBTYK position timeline

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

True Wealth Design, LLC held 131 LBTYK 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 131 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $1,441.

    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 102 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $1,197.

    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 99 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $1,093.

    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 2 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $24.

    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 2 shares
    Change vs previous 13F -38 shares

    <0.01% of the 13F portfolio, value $21.

    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 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $479.

    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).