TrueWealth Advisors, LLC: FSIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on FSIG, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 10,549 FSIG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 10,549 sharesChange vs previous 13F +10,549 shares
0.04% of the 13F portfolio, value $193,892.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2025-03-3113F 0 sharesChange vs previous 13F -10,464 shares
13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 10,464 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $197,463.
13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).