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Disclosery

True Wealth Design, LLC: VTI position timeline

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

True Wealth Design, LLC held 7,268 VTI 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 7,268 shares
    Change vs previous 13F -131 shares

    0.64% of the 13F portfolio, value $2,689,581.

    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 7,399 shares
    Change vs previous 13F -7,267 shares

    0.66% of the 13F portfolio, value $2,373,588.

    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 14,666 shares
    Change vs previous 13F +7,020 shares

    1.44% of the 13F portfolio, value $4,916,981.

    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 7,646 shares
    Change vs previous 13F +1,876 shares

    0.77% of the 13F portfolio, value $2,509,101.

    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 5,770 shares
    Change vs previous 13F -350 shares

    0.62% of the 13F portfolio, value $1,753,677.

    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 6,120 shares
    Change vs previous 13F -433 shares

    0.64% of the 13F portfolio, value $1,682,021.

    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 6,553 shares
    Change vs previous 13F -124 shares

    0.74% of the 13F portfolio, value $1,899,134.

    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 6,677 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,890,771.

    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).