Skip to content
Disclosery

TrueWealth Advisors, LLC: CGMU position timeline

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

TrueWealth Advisors, LLC held 56,701 CGMU 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 56,701 shares
    Change vs previous 13F +3,338 shares

    0.33% of the 13F portfolio, value $1,470,823.

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

  2. period ended2026-06-30
    13F 53,363 shares
    Change vs previous 13F +3,552 shares

    0.33% of the 13F portfolio, value $1,465,882.

    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 49,811 shares
    Change vs previous 13F +7,713 shares

    0.34% of the 13F portfolio, value $1,352,375.

    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 42,098 shares
    Change vs previous 13F +9,565 shares

    0.3% of the 13F portfolio, value $1,152,653.

    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 32,533 shares
    Change vs previous 13F +5,341 shares

    0.24% of the 13F portfolio, value $887,826.

    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 27,192 shares
    Change vs previous 13F -1,859 shares

    0.21% of the 13F portfolio, value $725,767.

    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 29,051 shares
    Change vs previous 13F +940 shares

    0.26% of the 13F portfolio, value $779,159.

    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 28,111 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $756,738.

    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).