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Disclosery

True Wealth Design, LLC: REG position timeline

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

True Wealth Design, LLC held 436 REG 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 436 shares
    Change vs previous 13F +182 shares

    0.01% of the 13F portfolio, value $34,767.

    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 254 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $19,218.

    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 303 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $20,917.

    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 168 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $12,248.

    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 223 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $15,885.

    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 280 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,653.

    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).