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CIK 0001966033 • 6 13F filings • May 13, 2025 – Jul 16, 2026
Import this data to Google Sheets with:
=jivedata("true-wealth-design-llc-0001966033-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001966033-25-000008 |
| $327.2M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001966033-26-000004 | $420.5M | View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001966033-25-000004 | $283.8M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001966033-26-000003 | $360.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001966033-25-000003 | $262.5M | View |