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TRUE Private Wealth Advisors: USMV position timeline

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

TRUE Private Wealth Advisors held 3,283 USMV 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 3,283 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $316,635.

    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 3,282 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $304,424.

    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 3,286 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $309,368.

    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 3,285 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $312,588.

    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 3,402 shares
    Change vs previous 13F -187 shares

    0.04% of the 13F portfolio, value $319,346.

    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 3,589 shares
    Change vs previous 13F -52 shares

    0.04% of the 13F portfolio, value $336,146.

    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 3,641 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $323,284.

    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 3,643 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $332,656.

    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).