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TrueWealth Advisors, LLC: FBND position timeline

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

TrueWealth Advisors, LLC held 428,100 FBND 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 428,100 shares
    Change vs previous 13F -188,490 shares

    4.16% of the 13F portfolio, value $18,536,741.

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

  2. period ended2026-06-30
    13F 616,590 shares
    Change vs previous 13F +12,297 shares

    6.32% of the 13F portfolio, value $28,048,692.

    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 604,293 shares
    Change vs previous 13F +155,570 shares

    6.93% of the 13F portfolio, value $27,567,848.

    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 448,723 shares
    Change vs previous 13F +273,741 shares

    5.35% of the 13F portfolio, value $20,659,210.

    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 174,982 shares
    Change vs previous 13F +9,644 shares

    2.19% of the 13F portfolio, value $8,091,146.

    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 165,338 shares
    Change vs previous 13F +15,776 shares

    2.24% of the 13F portfolio, value $7,564,217.

    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 149,562 shares
    Change vs previous 13F +35,338 shares

    2.24% of the 13F portfolio, value $6,827,505.

    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 114,224 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $5,125,237.

    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).