TrueWealth Advisors, LLC: GL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on GL, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 11,512 GL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 11,512 sharesChange vs previous 13F -170 shares
0.43% of the 13F portfolio, value $1,906,963.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 11,682 sharesChange vs previous 13F -245 shares
0.47% of the 13F portfolio, value $2,087,340.
13F-HR 0002085853-26-000650 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).
- period ended2026-03-3113F 11,927 sharesChange vs previous 13F +316 shares
0.42% of the 13F portfolio, value $1,659,881.
13F-HR 0002085853-26-000303 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).
- period ended2025-12-3113F 11,611 sharesChange vs previous 13F -655 shares
0.42% of the 13F portfolio, value $1,623,914.
13F-HR 0002085853-26-000015 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).
- period ended2025-09-3013F 12,266 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $1,753,670.
13F-HR 0002085853-25-000096 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).
- period ended2025-06-3013F 12,266 sharesChange vs previous 13F 0 shares
0.45% of the 13F portfolio, value $1,524,541.
13F-HR 0001817714-25-000004 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).
- period ended2025-03-3113F 12,266 sharesChange vs previous 13F -440 shares
0.53% of the 13F portfolio, value $1,615,678.
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).
- period ended2024-12-3113F 12,706 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $1,416,973.
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).