True Wealth Design, LLC: MFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on MFG, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 8,722 MFG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 8,722 sharesChange vs previous 13F +2,258 shares
0.02% of the 13F portfolio, value $83,557.
13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,464 sharesChange vs previous 13F +1,601 shares
0.01% of the 13F portfolio, value $51,325.
13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,863 sharesChange vs previous 13F +734 shares
0.01% of the 13F portfolio, value $35,598.
13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,129 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $27,665.
13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).