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Disclosery

True Wealth Design, LLC: MTBA position timeline

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

True Wealth Design, LLC held 220,181 MTBA 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 220,181 shares
    Change vs previous 13F -9,733 shares

    2.57% of the 13F portfolio, value $10,804,282.

    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 229,914 shares
    Change vs previous 13F -20,551 shares

    3.15% of the 13F portfolio, value $11,371,547.

    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 250,465 shares
    Change vs previous 13F +34,081 shares

    3.7% of the 13F portfolio, value $12,625,941.

    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 216,384 shares
    Change vs previous 13F +13,642 shares

    3.33% of the 13F portfolio, value $10,894,935.

    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 202,742 shares
    Change vs previous 13F not available

    3.58% of the 13F portfolio, value $10,155,347.

    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).