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Disclosery

True Wealth Design, LLC: VZ position timeline

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

True Wealth Design, LLC held 1,573 VZ 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 1,573 shares
    Change vs previous 13F +1,036 shares

    0.02% of the 13F portfolio, value $66,601.

    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 537 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $26,958.

    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 489 shares
    Change vs previous 13F -112 shares

    0.01% of the 13F portfolio, value $19,917.

    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 601 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $26,425.

    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 509 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $22,036.

    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 462 shares
    Change vs previous 13F +189 shares

    0.01% of the 13F portfolio, value $20,968.

    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 273 shares
    Change vs previous 13F +58 shares

    <0.01% of the 13F portfolio, value $10,928.

    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 215 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,656.

    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).