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Disclosery

True Wealth Design, LLC: SNDK position timeline

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

True Wealth Design, LLC held 124 SNDK 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 124 shares
    Change vs previous 13F -98 shares

    0.07% of the 13F portfolio, value $281,943.

    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 222 shares
    Change vs previous 13F -134 shares

    0.04% of the 13F portfolio, value $141,046.

    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 356 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $84,508.

    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 355 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $39,831.

    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 30 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $1,361.

    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 64 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,048.

    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).