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TrueWealth Advisors, LLC: NGS position timeline

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

TrueWealth Advisors, LLC held 26,540 NGS 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 26,540 shares
    Change vs previous 13F -580 shares

    0.19% of the 13F portfolio, value $859,365.

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

  2. period ended2026-06-30
    13F 27,120 shares
    Change vs previous 13F -3,430 shares

    0.26% of the 13F portfolio, value $1,169,957.

    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 30,550 shares
    Change vs previous 13F -319 shares

    0.29% of the 13F portfolio, value $1,152,972.

    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 30,869 shares
    Change vs previous 13F +225 shares

    0.27% of the 13F portfolio, value $1,038,742.

    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 30,644 shares
    Change vs previous 13F +2,499 shares

    0.23% of the 13F portfolio, value $857,726.

    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 28,145 shares
    Change vs previous 13F +15,779 shares

    0.21% of the 13F portfolio, value $726,422.

    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 12,366 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $271,681.

    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).