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TrueWealth Advisors, LLC: PH position timeline

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

TrueWealth Advisors, LLC held 858 PH 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 858 shares
    Change vs previous 13F +143 shares

    0.18% of the 13F portfolio, value $819,910.

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

  2. period ended2026-06-30
    13F 715 shares
    Change vs previous 13F +40 shares

    0.16% of the 13F portfolio, value $699,441.

    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 675 shares
    Change vs previous 13F +185 shares

    0.15% of the 13F portfolio, value $604,310.

    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 490 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $430,698.

    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).