TrueWealth Advisors, LLC: ROP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on ROP, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 1,683 ROP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,683 sharesChange vs previous 13F -241 shares
0.13% of the 13F portfolio, value $588,149.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 1,924 sharesChange vs previous 13F -48 shares
0.15% of the 13F portfolio, value $651,206.
13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,972 sharesChange vs previous 13F -305 shares
0.18% of the 13F portfolio, value $697,713.
13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,277 sharesChange vs previous 13F -125 shares
0.26% of the 13F portfolio, value $1,013,703.
13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,402 sharesChange vs previous 13F -21 shares
0.32% of the 13F portfolio, value $1,197,659.
13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,423 sharesChange vs previous 13F -1 shares
0.41% of the 13F portfolio, value $1,373,186.
13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,424 sharesChange vs previous 13F -101 shares
0.47% of the 13F portfolio, value $1,429,389.
13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,525 sharesChange vs previous 13F not available
0.44% of the 13F portfolio, value $1,312,784.
13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).