Ownership history in True Wealth Design, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in KELLOGG CO (K). 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 | ADDED | 103 | +45 | +77.6% | 0.00% | $8K | — |
| 2025 Q2 | ADDED | 58 | +28 | +93.3% | 0.00% | $5K | — |
| 2025 Q1 | ADDED | 30 | +6 | +25.0% | 0.00% | $2K | — |
| 2024 Q4 | UNCHANGED | 24 | — | 0% | 0.00% | $2K | — |
| 2024 Q3 | ADDED | 24 | +2 | +9.1% | 0.00% | $2K | — |
| 2024 Q2 | ADDED | 22 | +13 | +144.4% | 0.00% | $1K | — |
| 2024 Q1 | UNCHANGED | 9 | — | 0% | 0.00% | $516 | — |
| 2023 Q4 | UNCHANGED | 9 | — | 0% | 0.00% | $504 | — |
| 2023 Q3 | UNCHANGED | 9 | — | 0% | 0.00% | $536 | — |
| 2023 Q2 | UNCHANGED | 9 | — | 0% | 0.00% | $607 | — |
As of 2025 Q4 — sorted by position size