Skip to content
Disclosery

TRUE Private Wealth Advisors: F position timeline

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

TRUE Private Wealth Advisors held 32,852 F 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 32,852 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $456,636.

    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 33,002 shares
    Change vs previous 13F +1,474 shares

    0.04% of the 13F portfolio, value $380,844.

    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 31,528 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $413,642.

    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 31,515 shares
    Change vs previous 13F +187 shares

    0.04% of the 13F portfolio, value $376,930.

    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 31,328 shares
    Change vs previous 13F +1,906 shares

    0.04% of the 13F portfolio, value $339,904.

    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 29,422 shares
    Change vs previous 13F +544 shares

    0.04% of the 13F portfolio, value $295,107.

    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 28,878 shares
    Change vs previous 13F -5,838 shares

    0.03% of the 13F portfolio, value $285,901.

    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 34,716 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $366,602.

    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).