True Wealth Design, LLC: TYA position timeline

True Wealth Design, LLC held 1,490,531 TYA 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 1,490,531 shares

   Change vs previous 13F +588,177 shares

   4.53% of the 13F portfolio, value $19,029,761.

   13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 902,354 shares

   Change vs previous 13F +76,510 shares

   3.29% of the 13F portfolio, value $11,847,915.

   13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 825,844 shares

   Change vs previous 13F +51,620 shares

   3.27% of the 13F portfolio, value $11,148,888.

   13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 774,224 shares

   Change vs previous 13F +29,131 shares

   3.22% of the 13F portfolio, value $10,537,185.

   13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 745,093 shares

   Change vs previous 13F not available

   3.54% of the 13F portfolio, value $10,051,308.

   13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).