TrueWealth Advisors, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on BA, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 2,365 BA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 2,365 sharesChange vs previous 13F +717 shares
0.1% of the 13F portfolio, value $440,008.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 1,648 sharesChange vs previous 13F -46 shares
0.08% of the 13F portfolio, value $356,743.
13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,694 sharesChange vs previous 13F +46 shares
0.08% of the 13F portfolio, value $337,157.
13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,648 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $357,814.
13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,648 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $355,688.
13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,648 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $345,305.
13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,648 sharesChange vs previous 13F -17 shares
0.09% of the 13F portfolio, value $281,066.
13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,665 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $294,705.
13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).