TRUE Private Wealth Advisors: GROZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on GROZ, newest first. How the timeline and the estimate are built.
TRUE Private Wealth Advisors held 21,922 GROZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 21,922 sharesChange vs previous 13F +278 shares
0.06% of the 13F portfolio, value $696,668.
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 ended2026-03-3113F 21,644 sharesChange vs previous 13F +883 shares
0.06% of the 13F portfolio, value $596,664.
13F-HR 0001172661-26-002230 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 ended2025-12-3113F 20,761 sharesChange vs previous 13F -1,691 shares
0.06% of the 13F portfolio, value $618,673.
13F-HR 0001172661-26-000725 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 ended2025-09-3013F 22,452 sharesChange vs previous 13F -8,550 shares
0.07% of the 13F portfolio, value $658,665.
13F-HR 0001172661-25-005117 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 ended2025-06-3013F 31,002 sharesChange vs previous 13F +14,096 shares
0.09% of the 13F portfolio, value $821,149.
13F-HR 0001172661-25-003025 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 16,906 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $377,027.
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).