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TrueWealth Advisors, LLC: FLRT position timeline

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

TrueWealth Advisors, LLC held 18,833 FLRT 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 18,833 shares
    Change vs previous 13F +1,704 shares

    0.2% of the 13F portfolio, value $874,598.

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

  2. period ended2026-06-30
    13F 17,129 shares
    Change vs previous 13F +559 shares

    0.18% of the 13F portfolio, value $798,708.

    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 16,570 shares
    Change vs previous 13F +706 shares

    0.19% of the 13F portfolio, value $767,350.

    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 15,864 shares
    Change vs previous 13F +752 shares

    0.19% of the 13F portfolio, value $747,752.

    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 15,112 shares
    Change vs previous 13F +853 shares

    0.19% of the 13F portfolio, value $716,156.

    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 14,259 shares
    Change vs previous 13F +398 shares

    0.2% of the 13F portfolio, value $678,720.

    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 13,861 shares
    Change vs previous 13F +2,424 shares

    0.21% of the 13F portfolio, value $652,720.

    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 11,437 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $543,723.

    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).