TrueWealth Advisors, LLC: DAPR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on DAPR, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 10,438 DAPR shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 10,438 sharesChange vs previous 13F -580 shares
0.1% of the 13F portfolio, value $435,787.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 11,018 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $450,416.
13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,018 sharesChange vs previous 13F -385 shares
0.11% of the 13F portfolio, value $438,124.
13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,403 sharesChange vs previous 13F -1,007 shares
0.12% of the 13F portfolio, value $448,662.
13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,410 sharesChange vs previous 13F -1,010 shares
0.13% of the 13F portfolio, value $479,467.
13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,420 sharesChange vs previous 13F +272 shares
0.15% of the 13F portfolio, value $506,017.
13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,148 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $489,434.
13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,148 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $489,228.
13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).