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TRUE Private Wealth Advisors: QUIZ position timeline

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

TRUE Private Wealth Advisors held 158,125 QUIZ 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 158,125 shares
    Change vs previous 13F +1,765 shares

    0.4% of the 13F portfolio, value $4,620,174.

    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 156,360 shares
    Change vs previous 13F +10,426 shares

    0.4% of the 13F portfolio, value $4,215,472.

    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 145,934 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,870,651.

    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).