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TRUE Private Wealth Advisors: IBTL position timeline

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

TRUE Private Wealth Advisors held 1,688,677 IBTL 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 1,688,677 shares
    Change vs previous 13F -173,607 shares

    2.94% of the 13F portfolio, value $34,094,392.

    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 1,862,284 shares
    Change vs previous 13F -77,604 shares

    3.62% of the 13F portfolio, value $37,988,558.

    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 1,939,888 shares
    Change vs previous 13F +12,358 shares

    3.99% of the 13F portfolio, value $39,816,196.

    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 1,927,530 shares
    Change vs previous 13F +18,852 shares

    4.05% of the 13F portfolio, value $39,649,302.

    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 1,908,678 shares
    Change vs previous 13F +243,356 shares

    4.4% of the 13F portfolio, value $39,127,900.

    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 1,665,322 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $33,855,994.

    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).