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Disclosery

True Wealth Design, LLC: OHI position timeline

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

True Wealth Design, LLC held 1,521 OHI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,521 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $70,438.

    13F-HR 0001966033-26-000007 filed by True Wealth Design, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,375 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $65,560.

    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).

  3. period ended2026-03-31
    13F 1,305 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $57,186.

    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).

  4. period ended2025-12-31
    13F 1,337 shares
    Change vs previous 13F +224 shares

    0.02% of the 13F portfolio, value $59,283.

    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).

  5. period ended2025-09-30
    13F 1,113 shares
    Change vs previous 13F +815 shares

    0.01% of the 13F portfolio, value $46,991.

    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).

  6. period ended2025-06-30
    13F 298 shares
    Change vs previous 13F +76 shares

    <0.01% of the 13F portfolio, value $10,922.

    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).

  7. period ended2025-03-31
    13F 222 shares
    Change vs previous 13F +222 shares

    <0.01% of the 13F portfolio, value $8,454.

    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).

  8. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.