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TrueWealth Advisors, LLC: IIPR position timeline

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

TrueWealth Advisors, LLC held 67,142 IIPR 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 67,142 shares
    Change vs previous 13F -5,723 shares

    0.79% of the 13F portfolio, value $3,537,046.

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

  2. period ended2026-06-30
    13F 72,865 shares
    Change vs previous 13F -2,425 shares

    1.02% of the 13F portfolio, value $4,516,179.

    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 75,290 shares
    Change vs previous 13F +4,115 shares

    0.95% of the 13F portfolio, value $3,776,558.

    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 71,175 shares
    Change vs previous 13F -1,485 shares

    0.87% of the 13F portfolio, value $3,370,827.

    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 72,660 shares
    Change vs previous 13F +11,271 shares

    1.05% of the 13F portfolio, value $3,893,109.

    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 61,389 shares
    Change vs previous 13F +17,629 shares

    1% of the 13F portfolio, value $3,389,898.

    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 43,760 shares
    Change vs previous 13F +16,103 shares

    0.78% of the 13F portfolio, value $2,366,998.

    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 27,657 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,843,032.

    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).