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TrueWealth Advisors, LLC: FLMI position timeline

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

TrueWealth Advisors, LLC held 49,760 FLMI 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 49,760 shares
    Change vs previous 13F +3,441 shares

    0.26% of the 13F portfolio, value $1,160,393.

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

  2. period ended2026-06-30
    13F 46,319 shares
    Change vs previous 13F +2,447 shares

    0.26% of the 13F portfolio, value $1,165,839.

    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 43,872 shares
    Change vs previous 13F +6,185 shares

    0.27% of the 13F portfolio, value $1,087,576.

    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 37,687 shares
    Change vs previous 13F +11,528 shares

    0.24% of the 13F portfolio, value $937,266.

    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 26,159 shares
    Change vs previous 13F +4,541 shares

    0.18% of the 13F portfolio, value $647,965.

    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 21,618 shares
    Change vs previous 13F -1,859 shares

    0.16% of the 13F portfolio, value $524,459.

    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 23,477 shares
    Change vs previous 13F +3,347 shares

    0.19% of the 13F portfolio, value $573,788.

    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 20,130 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $491,877.

    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).