True Wealth Design, LLC: NVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on NVO, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 1,186 NVO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 1,186 sharesChange vs previous 13F +364 shares
0.01% of the 13F portfolio, value $56,857.
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 822 sharesChange vs previous 13F +464 shares
0.01% of the 13F portfolio, value $30,209.
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 358 sharesChange vs previous 13F -85 shares
0.01% of the 13F portfolio, value $18,216.
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 443 sharesChange vs previous 13F +300 shares
0.01% of the 13F portfolio, value $24,580.
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).
- period ended2025-06-3013F 143 sharesChange vs previous 13F +48 shares
<0.01% of the 13F portfolio, value $9,868.
13F-HR 0001966033-25-000004 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 ended2025-03-3113F 95 sharesChange vs previous 13F -55 shares
<0.01% of the 13F portfolio, value $6,595.
13F-HR 0001966033-25-000003 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 ended2024-12-3113F 150 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $12,900.
13F-HR 0001966033-25-000001 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 ended2024-09-3013F 148 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $17,623.
13F-HR 0001966033-24-000005 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).