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TrueWealth Advisors, LLC: PFFD position timeline

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

TrueWealth Advisors, LLC held 22,585 PFFD 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 22,585 shares
    Change vs previous 13F -4,363 shares

    0.09% of the 13F portfolio, value $397,495.

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

  2. period ended2026-06-30
    13F 26,948 shares
    Change vs previous 13F -297 shares

    0.11% of the 13F portfolio, value $503,667.

    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 27,245 shares
    Change vs previous 13F -2,502 shares

    0.13% of the 13F portfolio, value $501,305.

    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 29,747 shares
    Change vs previous 13F -3,406 shares

    0.15% of the 13F portfolio, value $562,512.

    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 33,153 shares
    Change vs previous 13F +212 shares

    0.17% of the 13F portfolio, value $644,163.

    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 32,941 shares
    Change vs previous 13F -10,421 shares

    0.18% of the 13F portfolio, value $620,287.

    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 43,362 shares
    Change vs previous 13F -643 shares

    0.27% of the 13F portfolio, value $825,612.

    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 44,005 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $858,538.

    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).