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Disclosery

True Wealth Design, LLC: S position timeline

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

True Wealth Design, LLC held 7,175 S 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 7,175 shares
    Change vs previous 13F +1,783 shares

    0.03% of the 13F portfolio, value $121,760.

    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 5,392 shares
    Change vs previous 13F +4,495 shares

    0.02% of the 13F portfolio, value $69,449.

    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 897 shares
    Change vs previous 13F +815 shares

    <0.01% of the 13F portfolio, value $13,455.

    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 82 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $1,445.

    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 209 shares
    Change vs previous 13F -1,178 shares

    <0.01% of the 13F portfolio, value $3,821.

    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 1,387 shares
    Change vs previous 13F +1,293 shares

    0.01% of the 13F portfolio, value $25,216.

    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 94 shares
    Change vs previous 13F -620 shares

    <0.01% of the 13F portfolio, value $2,087.

    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 714 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,079.

    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).