Skip to content
Disclosery

True Wealth Design, LLC: RGP position timeline

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

True Wealth Design, LLC held 39 RGP 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 39 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $166.

    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 9 shares
    Change vs previous 13F +9 shares

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

    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 0 shares
    Change vs previous 13F -15 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 15 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $76.

    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 76 shares
    Change vs previous 13F -374 shares

    <0.01% of the 13F portfolio, value $409.

    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 450 shares
    Change vs previous 13F -117 shares

    <0.01% of the 13F portfolio, value $2,943.

    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 567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,837.

    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).