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TRUE Private Wealth Advisors: ERX position timeline

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

TRUE Private Wealth Advisors held 10,312 ERX 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 10,312 shares
    Change vs previous 13F -1,838 shares

    0.07% of the 13F portfolio, value $785,868.

    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 12,150 shares
    Change vs previous 13F +1,059 shares

    0.12% of the 13F portfolio, value $1,251,586.

    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 11,091 shares
    Change vs previous 13F -42 shares

    0.06% of the 13F portfolio, value $619,450.

    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 11,133 shares
    Change vs previous 13F -1,887 shares

    0.06% of the 13F portfolio, value $627,603.

    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 13,020 shares
    Change vs previous 13F -1,723 shares

    0.08% of the 13F portfolio, value $668,829.

    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 14,743 shares
    Change vs previous 13F +122 shares

    0.12% of the 13F portfolio, value $962,403.

    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 14,621 shares
    Change vs previous 13F +119 shares

    0.1% of the 13F portfolio, value $814,420.

    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 14,502 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $860,158.

    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).