Skip to content
Disclosery

TrueWealth Advisors, LLC: IUSB position timeline

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

TrueWealth Advisors, LLC held 16,873 IUSB 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 16,873 shares
    Change vs previous 13F +2,304 shares

    0.17% of the 13F portfolio, value $743,944.

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

  2. period ended2026-06-30
    13F 14,569 shares
    Change vs previous 13F +2,774 shares

    0.15% of the 13F portfolio, value $672,378.

    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 11,795 shares
    Change vs previous 13F -519 shares

    0.14% of the 13F portfolio, value $544,801.

    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 12,314 shares
    Change vs previous 13F +1,534 shares

    0.15% of the 13F portfolio, value $573,111.

    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 10,780 shares
    Change vs previous 13F -1,099 shares

    0.14% of the 13F portfolio, value $503,514.

    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 11,879 shares
    Change vs previous 13F -2,144 shares

    0.16% of the 13F portfolio, value $549,165.

    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 14,023 shares
    Change vs previous 13F -15,141 shares

    0.21% of the 13F portfolio, value $646,198.

    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 29,164 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,318,220.

    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).