TRUE Private Wealth Advisors: SPY position timeline

TRUE Private Wealth Advisors held 291 SPY 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 291 shares

   Change vs previous 13F +291 shares

   0.02% of the 13F portfolio, value $217,032.

   13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -5,342 shares

   13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 5,342 shares

   Change vs previous 13F -246 shares

   0.36% of the 13F portfolio, value $2,988,166.

   13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 5,588 shares

   Change vs previous 13F +147 shares

   0.4% of the 13F portfolio, value $3,275,499.

   13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 5,441 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $3,122,249.

   13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).