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TrueWealth Advisors, LLC: SPY position timeline

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

TrueWealth Advisors, LLC held 18,917 SPY 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 18,917 shares
    Change vs previous 13F -15,479 shares

    3.24% of the 13F portfolio, value $14,426,997.

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

  2. period ended2026-06-30
    13F 34,396 shares
    Change vs previous 13F -195 shares

    5.79% of the 13F portfolio, value $25,685,716.

    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 34,591 shares
    Change vs previous 13F +254 shares

    5.66% of the 13F portfolio, value $22,495,637.

    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 34,337 shares
    Change vs previous 13F -454 shares

    6.06% of the 13F portfolio, value $23,414,779.

    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 34,791 shares
    Change vs previous 13F -1,459 shares

    6.27% of the 13F portfolio, value $23,177,235.

    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 36,250 shares
    Change vs previous 13F +344 shares

    6.63% of the 13F portfolio, value $22,397,183.

    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 35,906 shares
    Change vs previous 13F -9,999 shares

    6.6% of the 13F portfolio, value $20,085,483.

    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 45,905 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $26,904,080.

    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).