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TRUE Private Wealth Advisors: VBR position timeline

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

TRUE Private Wealth Advisors held 7,235 VBR 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 7,235 shares
    Change vs previous 13F +981 shares

    0.15% of the 13F portfolio, value $1,758,088.

    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 6,254 shares
    Change vs previous 13F +465 shares

    0.13% of the 13F portfolio, value $1,358,731.

    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 5,789 shares
    Change vs previous 13F -525 shares

    0.12% of the 13F portfolio, value $1,226,101.

    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 6,314 shares
    Change vs previous 13F -219 shares

    0.13% of the 13F portfolio, value $1,317,843.

    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 6,533 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $1,274,045.

    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 6,519 shares
    Change vs previous 13F -5,824 shares

    0.15% of the 13F portfolio, value $1,214,363.

    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 12,343 shares
    Change vs previous 13F +210 shares

    0.3% of the 13F portfolio, value $2,446,195.

    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 12,133 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,436,124.

    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).