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TRUE Private Wealth Advisors: FDL position timeline

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

TRUE Private Wealth Advisors held 627,429 FDL 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 627,429 shares
    Change vs previous 13F -110,792 shares

    2.63% of the 13F portfolio, value $30,530,683.

    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 738,221 shares
    Change vs previous 13F -2,576 shares

    3.57% of the 13F portfolio, value $37,501,652.

    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 740,797 shares
    Change vs previous 13F -10,576 shares

    3.29% of the 13F portfolio, value $32,846,952.

    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 751,373 shares
    Change vs previous 13F -10,013 shares

    3.33% of the 13F portfolio, value $32,617,132.

    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 761,386 shares
    Change vs previous 13F -85,829 shares

    3.58% of the 13F portfolio, value $31,879,225.

    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 847,215 shares
    Change vs previous 13F -109,753 shares

    4.47% of the 13F portfolio, value $36,803,032.

    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 956,968 shares
    Change vs previous 13F -18,022 shares

    4.68% of the 13F portfolio, value $38,527,549.

    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 974,990 shares
    Change vs previous 13F not available

    4.88% of the 13F portfolio, value $40,900,835.

    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).