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TrueWealth Advisors, LLC: MDIV position timeline

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

TrueWealth Advisors, LLC held 39,725 MDIV 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 39,725 shares
    Change vs previous 13F -5,139 shares

    0.14% of the 13F portfolio, value $628,642.

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

  2. period ended2026-06-30
    13F 44,864 shares
    Change vs previous 13F -175 shares

    0.17% of the 13F portfolio, value $741,385.

    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 45,039 shares
    Change vs previous 13F -2,962 shares

    0.18% of the 13F portfolio, value $728,280.

    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 48,001 shares
    Change vs previous 13F -6,216 shares

    0.2% of the 13F portfolio, value $754,582.

    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 54,217 shares
    Change vs previous 13F +867 shares

    0.24% of the 13F portfolio, value $869,642.

    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 53,350 shares
    Change vs previous 13F -14,192 shares

    0.25% of the 13F portfolio, value $843,469.

    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 67,542 shares
    Change vs previous 13F -3,995 shares

    0.36% of the 13F portfolio, value $1,104,474.

    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 71,537 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,155,317.

    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).