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TRUE Private Wealth Advisors: SPIB position timeline

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

TRUE Private Wealth Advisors held 51,672 SPIB 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 51,672 shares
    Change vs previous 13F +1,899 shares

    0.15% of the 13F portfolio, value $1,728,930.

    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 49,773 shares
    Change vs previous 13F -985 shares

    0.16% of the 13F portfolio, value $1,669,392.

    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 50,758 shares
    Change vs previous 13F +3,836 shares

    0.17% of the 13F portfolio, value $1,716,120.

    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 46,922 shares
    Change vs previous 13F +3,200 shares

    0.16% of the 13F portfolio, value $1,590,205.

    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 43,722 shares
    Change vs previous 13F +6,947 shares

    0.16% of the 13F portfolio, value $1,468,197.

    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 36,775 shares
    Change vs previous 13F +11,640 shares

    0.15% of the 13F portfolio, value $1,222,393.

    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 25,135 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $823,438.

    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).