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TRUE Private Wealth Advisors: PFF position timeline

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

TRUE Private Wealth Advisors held 35,074 PFF 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 35,074 shares
    Change vs previous 13F -11,793 shares

    0.09% of the 13F portfolio, value $1,069,395.

    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 46,867 shares
    Change vs previous 13F -8,445 shares

    0.14% of the 13F portfolio, value $1,421,014.

    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 55,312 shares
    Change vs previous 13F -3,678 shares

    0.17% of the 13F portfolio, value $1,712,451.

    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 58,990 shares
    Change vs previous 13F -7,896 shares

    0.19% of the 13F portfolio, value $1,865,290.

    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 66,886 shares
    Change vs previous 13F -14,487 shares

    0.23% of the 13F portfolio, value $2,052,052.

    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 81,373 shares
    Change vs previous 13F -12,257 shares

    0.3% of the 13F portfolio, value $2,500,606.

    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 93,630 shares
    Change vs previous 13F -47,680 shares

    0.36% of the 13F portfolio, value $2,943,748.

    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 141,310 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,695,761.

    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).