True Wealth Design, LLC: XRAY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of True Wealth Design, LLC on XRAY, newest first. How the timeline and the estimate are built.
True Wealth Design, LLC held 4,103 XRAY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 4,103 sharesChange vs previous 13F +2,968 shares
0.01% of the 13F portfolio, value $43,533.
13F-HR 0001966033-26-000004 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,135 sharesChange vs previous 13F -293 shares
<0.01% of the 13F portfolio, value $13,166.
13F-HR 0001966033-26-000003 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,428 sharesChange vs previous 13F -2,129 shares
<0.01% of the 13F portfolio, value $16,323.
13F-HR 0001966033-26-000001 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,557 sharesChange vs previous 13F +1,181 shares
0.01% of the 13F portfolio, value $45,139.
13F-HR 0001966033-25-000008 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,376 sharesChange vs previous 13F +1,739 shares
0.01% of the 13F portfolio, value $37,731.
13F-HR 0001966033-25-000004 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 637 sharesChange vs previous 13F -1,538 shares
<0.01% of the 13F portfolio, value $9,517.
13F-HR 0001966033-25-000003 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,175 sharesChange vs previous 13F +1,950 shares
0.02% of the 13F portfolio, value $41,282.
13F-HR 0001966033-25-000001 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 225 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,089.
13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).