Skip to content
Disclosery

TrueWealth Advisors, LLC: IWD position timeline

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

TrueWealth Advisors, LLC held 3,170 IWD 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 3,170 shares
    Change vs previous 13F +35 shares

    0.18% of the 13F portfolio, value $786,006.

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

  2. period ended2026-06-30
    13F 3,135 shares
    Change vs previous 13F -64 shares

    0.17% of the 13F portfolio, value $760,027.

    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 3,199 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $683,474.

    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 3,210 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $675,170.

    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 3,208 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $653,035.

    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 3,214 shares
    Change vs previous 13F -29 shares

    0.18% of the 13F portfolio, value $624,344.

    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 3,243 shares
    Change vs previous 13F +112 shares

    0.2% of the 13F portfolio, value $610,267.

    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 3,131 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $579,699.

    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).