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 WHIRLPOOL CORP (WHR). 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% | $79 | $76.58 |
| 2025 Q2 | REDUCED | 1 | -13 | -92.9% | 0.00% | $102 | $97.88 |
| 2025 Q1 | REDUCED | 14 | -430 | -96.8% | 0.00% | $1K | $85.16 |
| 2024 Q4 | ADDED | 444 | +89 | +25.1% | 0.02% | $51K | $106.32 |
| 2024 Q3 | ADDED | 355 | +300 | +545.5% | 0.01% | $38K | $97.85 |
| 2024 Q2 | UNCHANGED | 55 | — | 0% | 0.00% | $6K | $91.87 |
| 2024 Q1 | ADDED | 55 | +53 | +2650.0% | 0.00% | $7K | $105.55 |
| 2023 Q4 | UNCHANGED | 2 | — | 0% | 0.00% | $244 | $105.69 |
| 2023 Q3 | UNCHANGED | 2 | — | 0% | 0.00% | $268 | $114.28 |
| 2023 Q2 | REDUCED | 2 | -1 | -33.3% | 0.00% | $298 | $125.54 |
As of 2025 Q4 — sorted by position size