Skip to content

TRUE Private Wealth Advisors: EFA position timeline

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

TRUE Private Wealth Advisors held 4,022 EFA 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 4,022 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $417,805.

    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 4,022 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $390,657.

    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 4,022 shares
    Change vs previous 13F -228 shares

    0.04% of the 13F portfolio, value $386,233.

    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 4,250 shares
    Change vs previous 13F +213 shares

    0.04% of the 13F portfolio, value $396,823.

    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 4,037 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $360,886.

    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 4,022 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $328,718.

    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).