Skip to content
Disclosery

True Wealth Design, LLC: OIS position timeline

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

True Wealth Design, LLC held 1,035 OIS 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 1,035 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $8,291.

    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 1,050 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,222.

    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 1,050 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $7,109.

    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 950 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $5,757.

    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 674 shares
    Change vs previous 13F +615 shares

    <0.01% of the 13F portfolio, value $3,613.

    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 59 shares
    Change vs previous 13F +43 shares

    <0.01% of the 13F portfolio, value $304.

    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 16 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $81.

    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 182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $838.

    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).