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TrueWealth Advisors, LLC: OAIM position timeline

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

TrueWealth Advisors, LLC held 51,019 OAIM 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 51,019 shares
    Change vs previous 13F +2,174 shares

    0.55% of the 13F portfolio, value $2,438,177.

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

  2. period ended2026-06-30
    13F 48,845 shares
    Change vs previous 13F +12,869 shares

    0.53% of the 13F portfolio, value $2,336,256.

    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 35,976 shares
    Change vs previous 13F +16,754 shares

    0.39% of the 13F portfolio, value $1,549,019.

    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 19,222 shares
    Change vs previous 13F +284 shares

    0.21% of the 13F portfolio, value $795,599.

    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 18,938 shares
    Change vs previous 13F +977 shares

    0.21% of the 13F portfolio, value $761,686.

    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 17,961 shares
    Change vs previous 13F +125 shares

    0.2% of the 13F portfolio, value $685,931.

    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 17,836 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $596,058.

    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).