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TRUE Private Wealth Advisors: AOR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on AOR, newest first. How the timeline and the estimate are built.

TRUE Private Wealth Advisors held 122,610 AOR shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,610 shares
    Change vs previous 13F -750 shares

    0.74% of the 13F portfolio, value $8,521,379.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 123,360 shares
    Change vs previous 13F -1,538 shares

    0.76% of the 13F portfolio, value $7,938,265.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 124,898 shares
    Change vs previous 13F +3,049 shares

    0.81% of the 13F portfolio, value $8,119,630.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 121,849 shares
    Change vs previous 13F +4,600 shares

    0.8% of the 13F portfolio, value $7,844,677.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 117,249 shares
    Change vs previous 13F +1,536 shares

    0.81% of the 13F portfolio, value $7,219,025.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,713 shares
    Change vs previous 13F +1,262 shares

    0.81% of the 13F portfolio, value $6,661,606.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 114,451 shares
    Change vs previous 13F +1,767 shares

    0.8% of the 13F portfolio, value $6,560,337.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 112,684 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,675,456.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).