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TrueWealth Advisors, LLC: HDV position timeline

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

TrueWealth Advisors, LLC held 16,860 HDV 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 16,860 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $471,412.

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

  2. period ended2026-06-30
    13F 16,860 shares
    Change vs previous 13F +13,488 shares

    0.1% of the 13F portfolio, value $462,138.

    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 3,372 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $457,677.

    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 3,372 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $410,095.

    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 3,372 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $412,927.

    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 3,372 shares
    Change vs previous 13F +729 shares

    0.12% of the 13F portfolio, value $395,122.

    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 2,643 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $320,146.

    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 2,643 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $296,727.

    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).