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Disclosery

True Wealth Design, LLC: PBR-A position timeline

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

True Wealth Design, LLC held 197 PBR-A 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 197 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $3,742.

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

  2. period ended2026-06-30
    13F 216 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $3,163.

    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 224 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $4,200.

    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 216 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $2,435.

    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 197 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $2,329.

    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 179 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $2,066.

    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 214 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $2,791.

    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 202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,392.

    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).