TRUE Private Wealth Advisors: KVUE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUE Private Wealth Advisors on KVUE, newest first. How the timeline and the estimate are built.
TRUE Private Wealth Advisors held 10,054 KVUE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 10,054 sharesChange vs previous 13F -16 shares
0.02% of the 13F portfolio, value $192,127.
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 10,070 sharesChange vs previous 13F +10,070 shares
0.02% of the 13F portfolio, value $173,620.
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 0 sharesChange vs previous 13F -10,560 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 10,560 sharesChange vs previous 13F -415 shares
0.02% of the 13F portfolio, value $171,399.
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 10,975 sharesChange vs previous 13F +5 shares
0.03% of the 13F portfolio, value $229,717.
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 10,970 sharesChange vs previous 13F +95 shares
0.03% of the 13F portfolio, value $263,066.
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).
- period ended2024-12-3113F 10,875 sharesChange vs previous 13F +5 shares
0.03% of the 13F portfolio, value $232,200.
13F-HR 0001172661-25-000732 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 ended2024-09-3013F 10,870 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $251,440.
13F-HR 0001172661-24-005302 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).