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TrueWealth Advisors, LLC: SMA position timeline

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

TrueWealth Advisors, LLC held 15,956 SMA 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 15,956 shares
    Change vs previous 13F -3,981 shares

    0.12% of the 13F portfolio, value $513,783.

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

  2. period ended2026-06-30
    13F 19,937 shares
    Change vs previous 13F -500 shares

    0.15% of the 13F portfolio, value $647,953.

    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 20,437 shares
    Change vs previous 13F -300 shares

    0.16% of the 13F portfolio, value $618,832.

    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 20,737 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $641,603.

    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).