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Disclosery

True Wealth Design, LLC: TEL position timeline

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

True Wealth Design, LLC held 698 TEL 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 698 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $140,724.

    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 617 shares
    Change vs previous 13F +124 shares

    0.04% of the 13F portfolio, value $128,966.

    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 493 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $112,163.

    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 486 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $106,793.

    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 444 shares
    Change vs previous 13F +406 shares

    0.03% of the 13F portfolio, value $74,968.

    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 38 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $5,436.

    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 18 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $2,640.

    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 10 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,510.

    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).