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TrueWealth Advisors, LLC: DBEF position timeline

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

TrueWealth Advisors, LLC held 354,997 DBEF 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 354,997 shares
    Change vs previous 13F +1,070 shares

    4.38% of the 13F portfolio, value $19,507,099.

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

  2. period ended2026-06-30
    13F 353,927 shares
    Change vs previous 13F +6,014 shares

    4.36% of the 13F portfolio, value $19,335,020.

    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 347,913 shares
    Change vs previous 13F +3,694 shares

    4.32% of the 13F portfolio, value $17,186,898.

    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 344,219 shares
    Change vs previous 13F +19,229 shares

    4.29% of the 13F portfolio, value $16,560,385.

    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 324,990 shares
    Change vs previous 13F +109,802 shares

    4.08% of the 13F portfolio, value $15,086,048.

    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 215,188 shares
    Change vs previous 13F +4,392 shares

    2.79% of the 13F portfolio, value $9,414,467.

    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 210,796 shares
    Change vs previous 13F +12,464 shares

    3% of the 13F portfolio, value $9,127,452.

    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 198,332 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $8,210,958.

    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).