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TrueWealth Advisors, LLC: FRDM position timeline

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

TrueWealth Advisors, LLC held 141,166 FRDM 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 141,166 shares
    Change vs previous 13F -3,737 shares

    2.22% of the 13F portfolio, value $9,875,995.

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

  2. period ended2026-06-30
    13F 144,903 shares
    Change vs previous 13F +4,293 shares

    2.38% of the 13F portfolio, value $10,563,408.

    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 140,610 shares
    Change vs previous 13F -82 shares

    1.93% of the 13F portfolio, value $7,684,311.

    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 140,692 shares
    Change vs previous 13F +3,074 shares

    1.87% of the 13F portfolio, value $7,213,275.

    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 137,618 shares
    Change vs previous 13F +8,889 shares

    1.65% of the 13F portfolio, value $6,097,858.

    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 128,729 shares
    Change vs previous 13F -6,099 shares

    1.54% of the 13F portfolio, value $5,200,633.

    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 134,828 shares
    Change vs previous 13F +910 shares

    1.55% of the 13F portfolio, value $4,726,028.

    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 133,918 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $4,376,428.

    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).