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TRUE Private Wealth Advisors: MSFU position timeline

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

TRUE Private Wealth Advisors held 33,333 MSFU 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 33,333 shares
    Change vs previous 13F -4,761 shares

    0.06% of the 13F portfolio, value $736,326.

    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 38,094 shares
    Change vs previous 13F -2,205 shares

    0.08% of the 13F portfolio, value $876,558.

    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 40,299 shares
    Change vs previous 13F +2,113 shares

    0.17% of the 13F portfolio, value $1,670,388.

    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 38,186 shares
    Change vs previous 13F -182 shares

    0.2% of the 13F portfolio, value $1,989,529.

    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 38,368 shares
    Change vs previous 13F -1,184 shares

    0.21% of the 13F portfolio, value $1,906,132.

    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 39,552 shares
    Change vs previous 13F -703 shares

    0.14% of the 13F portfolio, value $1,179,431.

    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 40,255 shares
    Change vs previous 13F +2,793 shares

    0.19% of the 13F portfolio, value $1,589,283.

    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 37,462 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,654,718.

    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).