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TRUE Private Wealth Advisors: RSP position timeline

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

TRUE Private Wealth Advisors held 170,044 RSP 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 170,044 shares
    Change vs previous 13F -31,151 shares

    3.12% of the 13F portfolio, value $36,180,348.

    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 201,195 shares
    Change vs previous 13F -1,141 shares

    3.68% of the 13F portfolio, value $38,613,390.

    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 202,336 shares
    Change vs previous 13F -4,556 shares

    3.88% of the 13F portfolio, value $38,759,487.

    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 206,892 shares
    Change vs previous 13F -3,815 shares

    4% of the 13F portfolio, value $39,247,592.

    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 210,707 shares
    Change vs previous 13F -57,129 shares

    4.3% of the 13F portfolio, value $38,293,971.

    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 267,836 shares
    Change vs previous 13F -48,610 shares

    5.64% of the 13F portfolio, value $46,397,236.

    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 316,446 shares
    Change vs previous 13F -146 shares

    6.73% of the 13F portfolio, value $55,450,953.

    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 316,592 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $56,720,668.

    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).