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TrueWealth Advisors, LLC: CGMS position timeline

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

TrueWealth Advisors, LLC held 831,862 CGMS 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 831,862 shares
    Change vs previous 13F +35,795 shares

    4.9% of the 13F portfolio, value $21,819,741.

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

  2. period ended2026-06-30
    13F 796,067 shares
    Change vs previous 13F +7,272 shares

    4.91% of the 13F portfolio, value $21,756,523.

    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 788,795 shares
    Change vs previous 13F +143,585 shares

    5.4% of the 13F portfolio, value $21,478,899.

    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 645,210 shares
    Change vs previous 13F -153,782 shares

    4.61% of the 13F portfolio, value $17,820,698.

    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 798,992 shares
    Change vs previous 13F +19,283 shares

    6% of the 13F portfolio, value $22,172,032.

    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 779,709 shares
    Change vs previous 13F +46,354 shares

    6.37% of the 13F portfolio, value $21,535,562.

    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 733,355 shares
    Change vs previous 13F +111,515 shares

    6.58% of the 13F portfolio, value $20,020,600.

    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 621,840 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $16,963,789.

    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).