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Disclosery

True Wealth Design, LLC: WS position timeline

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

True Wealth Design, LLC held 4,712 WS 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 4,712 shares
    Change vs previous 13F -61 shares

    0.04% of the 13F portfolio, value $158,229.

    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 4,773 shares
    Change vs previous 13F -485 shares

    0.04% of the 13F portfolio, value $144,861.

    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 5,258 shares
    Change vs previous 13F -377 shares

    0.05% of the 13F portfolio, value $182,032.

    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 5,635 shares
    Change vs previous 13F -253 shares

    0.05% of the 13F portfolio, value $171,248.

    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 5,888 shares
    Change vs previous 13F -412 shares

    0.06% of the 13F portfolio, value $175,640.

    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 6,300 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $159,579.

    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).