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TrueWealth Advisors, LLC: FTCB position timeline

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

TrueWealth Advisors, LLC held 18,436 FTCB 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 18,436 shares
    Change vs previous 13F +955 shares

    0.08% of the 13F portfolio, value $363,927.

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

  2. period ended2026-06-30
    13F 17,481 shares
    Change vs previous 13F +674 shares

    0.08% of the 13F portfolio, value $364,566.

    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 16,807 shares
    Change vs previous 13F -804 shares

    0.09% of the 13F portfolio, value $352,275.

    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 17,611 shares
    Change vs previous 13F +914 shares

    0.1% of the 13F portfolio, value $373,882.

    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 16,697 shares
    Change vs previous 13F +3,063 shares

    0.1% of the 13F portfolio, value $355,813.

    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 13,634 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $287,132.

    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).