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Disclosery

True Wealth Design, LLC: TXT position timeline

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

True Wealth Design, LLC held 939 TXT 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 939 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $86,135.

    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 919 shares
    Change vs previous 13F +99 shares

    0.02% of the 13F portfolio, value $80,468.

    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 820 shares
    Change vs previous 13F +522 shares

    0.02% of the 13F portfolio, value $71,480.

    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 298 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $25,179.

    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 61 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $4,898.

    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 9 shares
    Change vs previous 13F -181 shares

    <0.01% of the 13F portfolio, value $651.

    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 190 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $14,534.

    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 294 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,043.

    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).