Skip to content
Disclosery

TrueWealth Advisors, LLC: CRS position timeline

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

TrueWealth Advisors, LLC held 2,422 CRS 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 2,422 shares
    Change vs previous 13F -367 shares

    0.21% of the 13F portfolio, value $941,806.

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

  2. period ended2026-06-30
    13F 2,789 shares
    Change vs previous 13F +36 shares

    0.39% of the 13F portfolio, value $1,720,466.

    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 2,753 shares
    Change vs previous 13F +184 shares

    0.27% of the 13F portfolio, value $1,085,130.

    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 2,569 shares
    Change vs previous 13F -183 shares

    0.21% of the 13F portfolio, value $808,842.

    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 2,752 shares
    Change vs previous 13F +603 shares

    0.18% of the 13F portfolio, value $675,736.

    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 2,149 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $593,943.

    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).