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TrueWealth Advisors, LLC: IBD position timeline

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

TrueWealth Advisors, LLC held 126,387 IBD 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 126,387 shares
    Change vs previous 13F +2,703 shares

    0.65% of the 13F portfolio, value $2,906,905.

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

  2. period ended2026-06-30
    13F 123,684 shares
    Change vs previous 13F +13,411 shares

    0.66% of the 13F portfolio, value $2,939,969.

    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 110,273 shares
    Change vs previous 13F +18,047 shares

    0.66% of the 13F portfolio, value $2,630,783.

    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 92,226 shares
    Change vs previous 13F +7,947 shares

    0.58% of the 13F portfolio, value $2,231,869.

    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 84,279 shares
    Change vs previous 13F +2,495 shares

    0.55% of the 13F portfolio, value $2,035,338.

    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 81,784 shares
    Change vs previous 13F +1,724 shares

    0.58% of the 13F portfolio, value $1,963,634.

    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 80,060 shares
    Change vs previous 13F +39,501 shares

    0.62% of the 13F portfolio, value $1,901,425.

    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 40,559 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $950,703.

    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).