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TrueWealth Advisors, LLC: RDVI position timeline

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

TrueWealth Advisors, LLC held 88,096 RDVI 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 88,096 shares
    Change vs previous 13F +27,296 shares

    0.55% of the 13F portfolio, value $2,456,112.

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

  2. period ended2026-06-30
    13F 60,800 shares
    Change vs previous 13F +9,339 shares

    0.4% of the 13F portfolio, value $1,787,522.

    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 51,461 shares
    Change vs previous 13F +2,418 shares

    0.33% of the 13F portfolio, value $1,314,831.

    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 49,043 shares
    Change vs previous 13F +8,733 shares

    0.33% of the 13F portfolio, value $1,286,898.

    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 40,310 shares
    Change vs previous 13F +2,574 shares

    0.28% of the 13F portfolio, value $1,042,010.

    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 37,736 shares
    Change vs previous 13F +754 shares

    0.28% of the 13F portfolio, value $932,461.

    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 36,982 shares
    Change vs previous 13F +2,245 shares

    0.29% of the 13F portfolio, value $877,224.

    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 34,737 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $842,027.

    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).