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TrueWealth Advisors, LLC: SPYM position timeline

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

TrueWealth Advisors, LLC held 153,125 SPYM 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 153,125 shares
    Change vs previous 13F +127,339 shares

    3.09% of the 13F portfolio, value $13,744,468.

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

  2. period ended2026-06-30
    13F 25,786 shares
    Change vs previous 13F -144 shares

    0.51% of the 13F portfolio, value $2,266,068.

    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 25,930 shares
    Change vs previous 13F -690 shares

    0.5% of the 13F portfolio, value $1,984,660.

    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 26,620 shares
    Change vs previous 13F +447 shares

    0.55% of the 13F portfolio, value $2,135,423.

    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 26,173 shares
    Change vs previous 13F +307 shares

    0.55% of the 13F portfolio, value $2,050,411.

    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 25,866 shares
    Change vs previous 13F +1,061 shares

    0.56% of the 13F portfolio, value $1,880,223.

    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 24,805 shares
    Change vs previous 13F +1,496 shares

    0.54% of the 13F portfolio, value $1,631,165.

    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 23,309 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,606,899.

    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).