Skip to content
Disclosery

True Wealth Design, LLC: PSFE position timeline

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

True Wealth Design, LLC held 233 PSFE 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 233 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $1,741.

    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 222 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $1,512.

    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 41 shares
    Change vs previous 13F -290 shares

    <0.01% of the 13F portfolio, value $332.

    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 331 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $4,277.

    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 4 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $51.

    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 20 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314.

    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).