TrueWealth Advisors, LLC: GRID position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on GRID, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 3,115 GRID shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 3,115 sharesChange vs previous 13F +955 shares
0.12% of the 13F portfolio, value $551,643.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 2,160 sharesChange vs previous 13F +1 shares
0.09% of the 13F portfolio, value $414,106.
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 2,159 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $353,244.
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 2,159 sharesChange vs previous 13F +2,159 shares
0.09% of the 13F portfolio, value $330,436.
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 0 sharesChange vs previous 13F -1,494 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,494 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $207,735.
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).