TrueWealth Advisors, LLC: TT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on TT, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 725 TT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 725 sharesChange vs previous 13F -1,299 shares
0.07% of the 13F portfolio, value $327,686.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 2,024 sharesChange vs previous 13F +75 shares
0.22% of the 13F portfolio, value $994,108.
13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,949 sharesChange vs previous 13F +416 shares
0.2% of the 13F portfolio, value $812,226.
13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,533 sharesChange vs previous 13F +19 shares
0.15% of the 13F portfolio, value $596,644.
13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,514 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $638,847.
13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).