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TrueWealth Advisors, LLC: SDVD position timeline

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

TrueWealth Advisors, LLC held 39,984 SDVD 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 39,984 shares
    Change vs previous 13F +3,224 shares

    0.19% of the 13F portfolio, value $862,054.

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

  2. period ended2026-06-30
    13F 36,760 shares
    Change vs previous 13F +1,011 shares

    0.19% of the 13F portfolio, value $848,781.

    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 35,749 shares
    Change vs previous 13F -498 shares

    0.2% of the 13F portfolio, value $775,764.

    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 36,247 shares
    Change vs previous 13F +1,596 shares

    0.2% of the 13F portfolio, value $777,867.

    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 34,651 shares
    Change vs previous 13F +5,151 shares

    0.2% of the 13F portfolio, value $749,164.

    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 29,500 shares
    Change vs previous 13F +765 shares

    0.18% of the 13F portfolio, value $605,045.

    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 28,735 shares
    Change vs previous 13F +3,246 shares

    0.19% of the 13F portfolio, value $573,838.

    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 25,489 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $548,392.

    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).