Skip to content
Disclosery

True Wealth Design, LLC: RGLD position timeline

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

True Wealth Design, LLC held 394 RGLD 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 394 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $78,647.

    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 384 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $97,725.

    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 381 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $84,693.

    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 399 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $80,032.

    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 494 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $87,853.

    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 494 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $80,774.

    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 461 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $60,783.

    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 431 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $60,470.

    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).