Ownership history in True Wealth Design, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in BILL COM HLDGS INC (BILL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1 | — | 0% | 0.00% | $53 | $52.97 |
| 2025 Q2 | REDUCED | 1 | -2 | -66.7% | 0.00% | $47 | $46.26 |
| 2025 Q1 | REDUCED | 3 | -2 | -40.0% | 0.00% | $138 | $45.89 |
| 2024 Q1 | ADDED | 5 | +3 | +150.0% | 0.00% | $344 | $68.72 |
| 2023 Q4 | UNCHANGED | 2 | — | 0% | 0.00% | $164 | $81.59 |
| 2023 Q3 | ADDED | 2 | +1 | +100.0% | 0.00% | $218 | $108.57 |
| 2023 Q2 | UNCHANGED | 1 | — | 0% | 0.00% | $117 | $116.85 |
| 2023 Q1 | UNCHANGED | 1 | — | 0% | 0.00% | $82 | $81.14 |
| 2022 Q4 | INITIATED | 1 | — | — | 0.00% | $109 | — |
As of 2025 Q4 — sorted by position size