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Disclosery

True Wealth Design, LLC: WOR position timeline

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

True Wealth Design, LLC held 2,606 WOR 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 2,606 shares
    Change vs previous 13F -1,346 shares

    0.03% of the 13F portfolio, value $140,099.

    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 3,952 shares
    Change vs previous 13F -749 shares

    0.06% of the 13F portfolio, value $206,058.

    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 4,701 shares
    Change vs previous 13F -751 shares

    0.07% of the 13F portfolio, value $242,431.

    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 5,452 shares
    Change vs previous 13F -490 shares

    0.09% of the 13F portfolio, value $302,532.

    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 5,942 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $378,149.

    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 5,942 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $297,635.

    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).