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TRUE Private Wealth Advisors: VGSH position timeline

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

TRUE Private Wealth Advisors held 28,285 VGSH 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 28,285 shares
    Change vs previous 13F +979 shares

    0.14% of the 13F portfolio, value $1,646,172.

    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 27,306 shares
    Change vs previous 13F +14,886 shares

    0.15% of the 13F portfolio, value $1,598,501.

    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 12,420 shares
    Change vs previous 13F +1,242 shares

    0.07% of the 13F portfolio, value $729,442.

    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 11,178 shares
    Change vs previous 13F -572 shares

    0.07% of the 13F portfolio, value $657,874.

    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 11,750 shares
    Change vs previous 13F +1,926 shares

    0.08% of the 13F portfolio, value $690,649.

    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 9,824 shares
    Change vs previous 13F +3,952 shares

    0.07% of the 13F portfolio, value $576,597.

    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 5,872 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $341,672.

    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).