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TrueWealth Advisors, LLC: QQQM position timeline

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

TrueWealth Advisors, LLC held 6,421 QQQM 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 6,421 shares
    Change vs previous 13F +135 shares

    0.44% of the 13F portfolio, value $1,956,099.

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

  2. period ended2026-06-30
    13F 6,286 shares
    Change vs previous 13F -173 shares

    0.43% of the 13F portfolio, value $1,904,620.

    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 6,459 shares
    Change vs previous 13F -683 shares

    0.39% of the 13F portfolio, value $1,534,720.

    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 7,142 shares
    Change vs previous 13F +173 shares

    0.47% of the 13F portfolio, value $1,806,473.

    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 6,969 shares
    Change vs previous 13F +50 shares

    0.47% of the 13F portfolio, value $1,722,269.

    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 6,919 shares
    Change vs previous 13F +121 shares

    0.47% of the 13F portfolio, value $1,571,378.

    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 6,798 shares
    Change vs previous 13F +706 shares

    0.43% of the 13F portfolio, value $1,312,118.

    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 6,092 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,281,987.

    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).