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TrueWealth Advisors, LLC: MTB position timeline

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

TrueWealth Advisors, LLC held 1,801 MTB 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 1,801 shares
    Change vs previous 13F -2,765 shares

    0.09% of the 13F portfolio, value $391,800.

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

  2. period ended2026-06-30
    13F 4,566 shares
    Change vs previous 13F +211 shares

    0.25% of the 13F portfolio, value $1,086,756.

    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 4,355 shares
    Change vs previous 13F +3,175 shares

    0.23% of the 13F portfolio, value $900,317.

    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 1,180 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $237,746.

    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 1,180 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $233,192.

    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 1,180 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $228,908.

    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 1,180 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $210,925.

    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 1,180 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $221,852.

    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).