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TrueWealth Advisors, LLC: FPE position timeline

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

TrueWealth Advisors, LLC held 61,928 FPE 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 61,928 shares
    Change vs previous 13F +4,605 shares

    0.24% of the 13F portfolio, value $1,055,879.

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

  2. period ended2026-06-30
    13F 57,323 shares
    Change vs previous 13F +947 shares

    0.23% of the 13F portfolio, value $1,024,930.

    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 56,376 shares
    Change vs previous 13F -5,168 shares

    0.25% of the 13F portfolio, value $1,000,672.

    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 61,544 shares
    Change vs previous 13F +2,714 shares

    0.29% of the 13F portfolio, value $1,121,330.

    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 58,830 shares
    Change vs previous 13F -1,018 shares

    0.29% of the 13F portfolio, value $1,073,053.

    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 59,848 shares
    Change vs previous 13F +447 shares

    0.32% of the 13F portfolio, value $1,065,287.

    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 59,401 shares
    Change vs previous 13F +8,673 shares

    0.34% of the 13F portfolio, value $1,044,859.

    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 50,728 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $897,892.

    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).