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Disclosery

TRUE Private Wealth Advisors: FLOT position timeline

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

TRUE Private Wealth Advisors held 16,793 FLOT 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 16,793 shares
    Change vs previous 13F -10,917 shares

    0.07% of the 13F portfolio, value $857,294.

    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 27,710 shares
    Change vs previous 13F -6,852 shares

    0.13% of the 13F portfolio, value $1,411,837.

    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 34,562 shares
    Change vs previous 13F -1,581 shares

    0.18% of the 13F portfolio, value $1,757,810.

    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 36,143 shares
    Change vs previous 13F -20,538 shares

    0.19% of the 13F portfolio, value $1,846,373.

    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 56,681 shares
    Change vs previous 13F -823,167 shares

    0.32% of the 13F portfolio, value $2,891,856.

    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 879,848 shares
    Change vs previous 13F +60,820 shares

    5.46% of the 13F portfolio, value $44,916,240.

    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 819,028 shares
    Change vs previous 13F -27,542 shares

    5.06% of the 13F portfolio, value $41,672,164.

    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 846,570 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $43,208,979.

    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).