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TrueWealth Advisors, LLC: CALF position timeline

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

TrueWealth Advisors, LLC held 7,414 CALF 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 7,414 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $395,037.

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

  2. period ended2026-06-30
    13F 7,408 shares
    Change vs previous 13F -1,113 shares

    0.08% of the 13F portfolio, value $374,908.

    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 8,521 shares
    Change vs previous 13F -1,692 shares

    0.1% of the 13F portfolio, value $382,328.

    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 10,213 shares
    Change vs previous 13F -3,226 shares

    0.12% of the 13F portfolio, value $453,167.

    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 13,439 shares
    Change vs previous 13F +759 shares

    0.16% of the 13F portfolio, value $588,352.

    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 12,680 shares
    Change vs previous 13F -3,794 shares

    0.15% of the 13F portfolio, value $504,857.

    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 16,474 shares
    Change vs previous 13F -13,279 shares

    0.2% of the 13F portfolio, value $617,790.

    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 29,753 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,309,443.

    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).