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TrueWealth Advisors, LLC: ACIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on ACIO, newest first. How the timeline and the estimate are built.

TrueWealth Advisors, LLC held 127,245 ACIO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,245 shares
    Change vs previous 13F +742 shares

    1.34% of the 13F portfolio, value $5,970,341.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 126,503 shares
    Change vs previous 13F -1,900 shares

    1.32% of the 13F portfolio, value $5,836,861.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 128,403 shares
    Change vs previous 13F -95,807 shares

    1.36% of the 13F portfolio, value $5,387,798.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 224,210 shares
    Change vs previous 13F -122,147 shares

    2.54% of the 13F portfolio, value $9,797,969.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 346,357 shares
    Change vs previous 13F -74,132 shares

    4.07% of the 13F portfolio, value $15,042,292.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 420,489 shares
    Change vs previous 13F +22,481 shares

    5.15% of the 13F portfolio, value $17,408,238.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 398,008 shares
    Change vs previous 13F +29,385 shares

    5.06% of the 13F portfolio, value $15,398,929.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 368,623 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $14,833,388.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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