Skip to content
Disclosery

True Wealth Design, LLC: MEI position timeline

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

True Wealth Design, LLC held 398 MEI 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 398 shares
    Change vs previous 13F +46 shares

    <0.01% of the 13F portfolio, value $7,551.

    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 352 shares
    Change vs previous 13F -95 shares

    <0.01% of the 13F portfolio, value $1,944.

    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 447 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $2,969.

    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 471 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $3,557.

    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 410 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $3,900.

    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 14 shares
    Change vs previous 13F -473 shares

    <0.01% of the 13F portfolio, value $90.

    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 487 shares
    Change vs previous 13F +184 shares

    <0.01% of the 13F portfolio, value $5,742.

    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 303 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,624.

    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).