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Disclosery

TrueWealth Advisors, LLC: FISV position timeline

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

TrueWealth Advisors, LLC held 10,726 FISV 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 10,726 shares
    Change vs previous 13F +1,466 shares

    0.11% of the 13F portfolio, value $484,601.

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

  2. period ended2026-06-30
    13F 9,260 shares
    Change vs previous 13F +3,203 shares

    0.1% of the 13F portfolio, value $454,203.

    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 6,057 shares
    Change vs previous 13F +2,523 shares

    0.09% of the 13F portfolio, value $337,981.

    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 3,534 shares
    Change vs previous 13F +1,840 shares

    0.06% of the 13F portfolio, value $237,379.

    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 1,694 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $218,407.

    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).