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Disclosery

True Wealth Design, LLC: UBS position timeline

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

True Wealth Design, LLC held 910 UBS 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 910 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $45,100.

    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 906 shares
    Change vs previous 13F +477 shares

    0.01% of the 13F portfolio, value $35,398.

    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 429 shares
    Change vs previous 13F -155 shares

    0.01% of the 13F portfolio, value $19,867.

    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 584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,944.

    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).