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Disclosery

True Wealth Design, LLC: SIRI position timeline

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

True Wealth Design, LLC held 1,642 SIRI 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 1,642 shares
    Change vs previous 13F +321 shares

    0.01% of the 13F portfolio, value $48,505.

    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 1,321 shares
    Change vs previous 13F +706 shares

    0.01% of the 13F portfolio, value $30,489.

    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 615 shares
    Change vs previous 13F -1,248 shares

    <0.01% of the 13F portfolio, value $12,297.

    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 1,863 shares
    Change vs previous 13F +247 shares

    0.01% of the 13F portfolio, value $43,362.

    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 1,616 shares
    Change vs previous 13F +523 shares

    0.01% of the 13F portfolio, value $37,120.

    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 1,093 shares
    Change vs previous 13F +143 shares

    0.01% of the 13F portfolio, value $24,642.

    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 950 shares
    Change vs previous 13F +934 shares

    0.01% of the 13F portfolio, value $21,660.

    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 16 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $379.

    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).