Ownership history in True Wealth Design, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DLH HLDGS CORP (DLHC). 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 | REDUCED | 7 | -26 | -78.8% | 0.00% | $40 | $5.65 |
| 2025 Q2 | REDUCED | 33 | -2 | -5.7% | 0.00% | $193 | $5.84 |
| 2025 Q1 | REDUCED | 35 | -28 | -44.4% | 0.00% | $142 | $4.05 |
| 2024 Q4 | INITIATED | 63 | — | — | 0.00% | $506 | $8.03 |
As of 2025 Q4 — sorted by position size