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TrueWealth Advisors, LLC: BUFR position timeline

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

TrueWealth Advisors, LLC held 48,188 BUFR 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 48,188 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,805,604.

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

  2. period ended2026-06-30
    13F 48,188 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,760,308.

    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 48,188 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,627,309.

    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 48,188 shares
    Change vs previous 13F +7,500 shares

    0.43% of the 13F portfolio, value $1,650,921.

    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 40,688 shares
    Change vs previous 13F -10 shares

    0.37% of the 13F portfolio, value $1,359,793.

    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 40,698 shares
    Change vs previous 13F +11,255 shares

    0.38% of the 13F portfolio, value $1,294,196.

    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 29,443 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $874,163.

    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 29,443 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $897,128.

    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).