TRUE Private Wealth Advisors: EXPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on EXPD, newest first. How the timeline and the estimate are built.
TRUE Private Wealth Advisors held 1,275 EXPD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,275 sharesChange vs previous 13F +1,275 shares
0.02% of the 13F portfolio, value $207,877.
13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,442 shares
13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,442 sharesChange vs previous 13F +7 shares
0.03% of the 13F portfolio, value $270,606.
13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,435 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $320,013.
13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).