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TrueWealth Advisors, LLC: COWG position timeline

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

TrueWealth Advisors, LLC held 8,151 COWG 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 8,151 shares
    Change vs previous 13F -949 shares

    0.07% of the 13F portfolio, value $325,058.

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

  2. period ended2026-06-30
    13F 9,100 shares
    Change vs previous 13F -4,283 shares

    0.08% of the 13F portfolio, value $365,345.

    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 13,383 shares
    Change vs previous 13F -13,496 shares

    0.11% of the 13F portfolio, value $451,512.

    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 26,879 shares
    Change vs previous 13F -7,656 shares

    0.25% of the 13F portfolio, value $946,402.

    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 34,535 shares
    Change vs previous 13F +1,104 shares

    0.34% of the 13F portfolio, value $1,253,637.

    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 33,431 shares
    Change vs previous 13F +7,669 shares

    0.35% of the 13F portfolio, value $1,173,751.

    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 25,762 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $793,210.

    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).