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Disclosery

True Wealth Design, LLC: TSN position timeline

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

True Wealth Design, LLC held 2,044 TSN 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 2,044 shares
    Change vs previous 13F -551 shares

    0.03% of the 13F portfolio, value $117,019.

    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 2,595 shares
    Change vs previous 13F +780 shares

    0.05% of the 13F portfolio, value $166,262.

    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 1,815 shares
    Change vs previous 13F -213 shares

    0.03% of the 13F portfolio, value $106,396.

    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 2,028 shares
    Change vs previous 13F +1,861 shares

    0.03% of the 13F portfolio, value $110,121.

    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 167 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $9,342.

    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 153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,763.

    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).