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TrueWealth Advisors, LLC: GRNY position timeline

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

TrueWealth Advisors, LLC held 1,440,315 GRNY 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 1,440,315 shares
    Change vs previous 13F +2,979 shares

    9.01% of the 13F portfolio, value $40,083,969.

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

  2. period ended2026-06-30
    13F 1,437,336 shares
    Change vs previous 13F +24,220 shares

    8.96% of the 13F portfolio, value $39,742,340.

    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 1,413,116 shares
    Change vs previous 13F +90,510 shares

    8.48% of the 13F portfolio, value $33,731,079.

    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 1,322,606 shares
    Change vs previous 13F +17,150 shares

    8.48% of the 13F portfolio, value $32,747,725.

    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 1,305,456 shares
    Change vs previous 13F +243,446 shares

    8.83% of the 13F portfolio, value $32,623,345.

    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 1,062,010 shares
    Change vs previous 13F +101,450 shares

    7.13% of the 13F portfolio, value $24,086,387.

    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 960,560 shares
    Change vs previous 13F +514,052 shares

    5.73% of the 13F portfolio, value $17,458,180.

    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 446,508 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $8,912,300.

    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).