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TrueWealth Advisors, LLC: QDPL position timeline

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

TrueWealth Advisors, LLC held 8,760 QDPL 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 8,760 shares
    Change vs previous 13F +182 shares

    0.09% of the 13F portfolio, value $401,197.

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

  2. period ended2026-06-30
    13F 8,578 shares
    Change vs previous 13F -810 shares

    0.09% of the 13F portfolio, value $386,629.

    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 9,388 shares
    Change vs previous 13F -945 shares

    0.09% of the 13F portfolio, value $376,806.

    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 10,333 shares
    Change vs previous 13F -195 shares

    0.11% of the 13F portfolio, value $438,937.

    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 10,528 shares
    Change vs previous 13F -130 shares

    0.12% of the 13F portfolio, value $441,140.

    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 10,658 shares
    Change vs previous 13F +1,982 shares

    0.12% of the 13F portfolio, value $420,555.

    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 8,676 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $316,849.

    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).