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TrueWealth Advisors, LLC: OALC position timeline

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

TrueWealth Advisors, LLC held 138,744 OALC 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 138,744 shares
    Change vs previous 13F +6,360 shares

    1.28% of the 13F portfolio, value $5,706,552.

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

  2. period ended2026-06-30
    13F 132,384 shares
    Change vs previous 13F +15,600 shares

    1.22% of the 13F portfolio, value $5,432,179.

    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 116,784 shares
    Change vs previous 13F +1,613 shares

    1.01% of the 13F portfolio, value $4,002,340.

    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 115,171 shares
    Change vs previous 13F +15,235 shares

    1.06% of the 13F portfolio, value $4,082,812.

    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 99,936 shares
    Change vs previous 13F +11,245 shares

    0.94% of the 13F portfolio, value $3,478,582.

    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 88,691 shares
    Change vs previous 13F +1,165 shares

    0.85% of the 13F portfolio, value $2,878,023.

    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 87,526 shares
    Change vs previous 13F +11,911 shares

    0.82% of the 13F portfolio, value $2,501,056.

    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 75,615 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,240,472.

    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).