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Disclosery

True Wealth Design, LLC: RFIX position timeline

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

True Wealth Design, LLC held 168,484 RFIX 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 168,484 shares
    Change vs previous 13F -308 shares

    1.57% of the 13F portfolio, value $6,589,397.

    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 168,792 shares
    Change vs previous 13F +2,380 shares

    1.89% of the 13F portfolio, value $6,829,340.

    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 166,412 shares
    Change vs previous 13F +7,973 shares

    1.77% of the 13F portfolio, value $6,038,846.

    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 158,439 shares
    Change vs previous 13F +10,426 shares

    2.07% of the 13F portfolio, value $6,766,938.

    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 148,013 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $7,196,379.

    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).