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Disclosery

TrueWealth Advisors, LLC: SDVY position timeline

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

TrueWealth Advisors, LLC held 288,345 SDVY 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 288,345 shares
    Change vs previous 13F +11,204 shares

    2.63% of the 13F portfolio, value $11,701,055.

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

  2. period ended2026-06-30
    13F 277,141 shares
    Change vs previous 13F +10,504 shares

    2.7% of the 13F portfolio, value $11,955,851.

    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 266,637 shares
    Change vs previous 13F -5,974 shares

    2.64% of the 13F portfolio, value $10,513,515.

    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 272,611 shares
    Change vs previous 13F +8,642 shares

    2.71% of the 13F portfolio, value $10,446,459.

    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 263,969 shares
    Change vs previous 13F +824 shares

    2.71% of the 13F portfolio, value $10,035,984.

    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 263,145 shares
    Change vs previous 13F +1,210 shares

    2.75% of the 13F portfolio, value $9,283,761.

    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 261,935 shares
    Change vs previous 13F +10,198 shares

    2.88% of the 13F portfolio, value $8,774,835.

    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 251,737 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $9,024,754.

    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).