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TrueWealth Advisors, LLC: SFBS position timeline

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

TrueWealth Advisors, LLC held 130,926 SFBS 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 130,926 shares
    Change vs previous 13F +65,463 shares

    1.18% of the 13F portfolio, value $5,234,432.

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

  2. period ended2026-06-30
    13F 65,463 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $5,678,939.

    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 65,463 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $4,767,690.

    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 65,463 shares
    Change vs previous 13F -100 shares

    1.22% of the 13F portfolio, value $4,699,608.

    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 65,563 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $5,279,810.

    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 65,563 shares
    Change vs previous 13F +7 shares

    1.5% of the 13F portfolio, value $5,081,809.

    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 65,556 shares
    Change vs previous 13F -294 shares

    1.78% of the 13F portfolio, value $5,414,938.

    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 65,850 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $5,580,145.

    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).