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TrueWealth Advisors, LLC: SPIB position timeline

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

TrueWealth Advisors, LLC held 45,050 SPIB 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 45,050 shares
    Change vs previous 13F -2,322 shares

    0.33% of the 13F portfolio, value $1,454,205.

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

  2. period ended2026-06-30
    13F 47,372 shares
    Change vs previous 13F -78 shares

    0.36% of the 13F portfolio, value $1,585,074.

    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 47,450 shares
    Change vs previous 13F -5,482 shares

    0.4% of the 13F portfolio, value $1,591,482.

    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 52,932 shares
    Change vs previous 13F -4,842 shares

    0.46% of the 13F portfolio, value $1,789,634.

    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 57,774 shares
    Change vs previous 13F +886 shares

    0.53% of the 13F portfolio, value $1,957,977.

    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 56,888 shares
    Change vs previous 13F -10,723 shares

    0.57% of the 13F portfolio, value $1,910,305.

    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 67,611 shares
    Change vs previous 13F -7,867 shares

    0.74% of the 13F portfolio, value $2,247,397.

    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 75,478 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,472,654.

    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).