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Disclosery

True Wealth Design, LLC: TFLR position timeline

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

True Wealth Design, LLC held 27,805 TFLR 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 27,805 shares
    Change vs previous 13F -9,792 shares

    0.33% of the 13F portfolio, value $1,401,661.

    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 37,597 shares
    Change vs previous 13F -3,004 shares

    0.53% of the 13F portfolio, value $1,893,410.

    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 40,601 shares
    Change vs previous 13F -741 shares

    0.61% of the 13F portfolio, value $2,087,083.

    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 41,342 shares
    Change vs previous 13F +218 shares

    0.65% of the 13F portfolio, value $2,127,231.

    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 41,124 shares
    Change vs previous 13F -392 shares

    0.75% of the 13F portfolio, value $2,115,004.

    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 41,516 shares
    Change vs previous 13F -847 shares

    0.81% of the 13F portfolio, value $2,118,982.

    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 42,363 shares
    Change vs previous 13F -3,129 shares

    0.85% of the 13F portfolio, value $2,189,649.

    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 45,492 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,348,744.

    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).