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TrueWealth Advisors, LLC: PFF position timeline

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

TrueWealth Advisors, LLC held 10,523 PFF 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 10,523 shares
    Change vs previous 13F -497 shares

    0.07% of the 13F portfolio, value $310,437.

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

  2. period ended2026-06-30
    13F 11,020 shares
    Change vs previous 13F +375 shares

    0.08% of the 13F portfolio, value $336,006.

    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 10,645 shares
    Change vs previous 13F -181 shares

    0.08% of the 13F portfolio, value $322,770.

    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 10,826 shares
    Change vs previous 13F -5,846 shares

    0.09% of the 13F portfolio, value $335,176.

    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 16,672 shares
    Change vs previous 13F -2,206 shares

    0.14% of the 13F portfolio, value $527,155.

    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 18,878 shares
    Change vs previous 13F -10,238 shares

    0.17% of the 13F portfolio, value $579,183.

    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 29,116 shares
    Change vs previous 13F -10,183 shares

    0.29% of the 13F portfolio, value $894,720.

    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 39,299 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,235,566.

    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).