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TrueWealth Advisors, LLC: QQQ position timeline

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

TrueWealth Advisors, LLC held 8,011 QQQ 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 8,011 shares
    Change vs previous 13F -11,201 shares

    1.33% of the 13F portfolio, value $5,926,339.

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

  2. period ended2026-06-30
    13F 19,212 shares
    Change vs previous 13F -293 shares

    3.19% of the 13F portfolio, value $14,148,050.

    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 19,505 shares
    Change vs previous 13F +1,025 shares

    2.83% of the 13F portfolio, value $11,257,895.

    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 18,480 shares
    Change vs previous 13F +2,958 shares

    2.94% of the 13F portfolio, value $11,352,166.

    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 15,522 shares
    Change vs previous 13F -5,130 shares

    2.52% of the 13F portfolio, value $9,318,947.

    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 20,652 shares
    Change vs previous 13F +108 shares

    3.37% of the 13F portfolio, value $11,392,269.

    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 20,544 shares
    Change vs previous 13F +645 shares

    3.16% of the 13F portfolio, value $9,633,316.

    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 19,899 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $10,173,190.

    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).