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TrueWealth Advisors, LLC: IGRO position timeline

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

TrueWealth Advisors, LLC held 28,587 IGRO 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 28,587 shares
    Change vs previous 13F -60,039 shares

    0.57% of the 13F portfolio, value $2,537,403.

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

  2. period ended2026-06-30
    13F 88,626 shares
    Change vs previous 13F +325 shares

    1.76% of the 13F portfolio, value $7,792,877.

    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 88,301 shares
    Change vs previous 13F +3,253 shares

    1.86% of the 13F portfolio, value $7,396,972.

    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 85,048 shares
    Change vs previous 13F +6,875 shares

    1.82% of the 13F portfolio, value $7,039,420.

    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 78,173 shares
    Change vs previous 13F +7,456 shares

    1.68% of the 13F portfolio, value $6,228,074.

    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 70,717 shares
    Change vs previous 13F -2,056 shares

    1.65% of the 13F portfolio, value $5,578,857.

    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 72,773 shares
    Change vs previous 13F +3,004 shares

    1.73% of the 13F portfolio, value $5,271,682.

    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 69,769 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,741,498.

    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).