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TrueWealth Advisors, LLC: SPYV position timeline

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

TrueWealth Advisors, LLC held 227,095 SPYV 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 227,095 shares
    Change vs previous 13F +9,194 shares

    3.12% of the 13F portfolio, value $13,882,288.

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

  2. period ended2026-06-30
    13F 217,901 shares
    Change vs previous 13F +13,229 shares

    2.99% of the 13F portfolio, value $13,246,190.

    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 204,672 shares
    Change vs previous 13F +100,437 shares

    2.91% of the 13F portfolio, value $11,580,329.

    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 104,235 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $5,921,575.

    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).