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TrueWealth Advisors, LLC: CGCP position timeline

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

TrueWealth Advisors, LLC held 56,512 CGCP 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 56,512 shares
    Change vs previous 13F +4,438 shares

    0.27% of the 13F portfolio, value $1,196,364.

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

  2. period ended2026-06-30
    13F 52,074 shares
    Change vs previous 13F +1,509 shares

    0.26% of the 13F portfolio, value $1,160,734.

    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 50,565 shares
    Change vs previous 13F +4,861 shares

    0.28% of the 13F portfolio, value $1,129,612.

    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 45,704 shares
    Change vs previous 13F +5,065 shares

    0.27% of the 13F portfolio, value $1,034,743.

    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 40,639 shares
    Change vs previous 13F +341 shares

    0.25% of the 13F portfolio, value $923,316.

    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 40,298 shares
    Change vs previous 13F -2,574 shares

    0.27% of the 13F portfolio, value $906,703.

    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 42,872 shares
    Change vs previous 13F -4,265 shares

    0.32% of the 13F portfolio, value $962,477.

    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 47,137 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,046,436.

    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).