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TrueWealth Advisors, LLC: UTES position timeline

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

TrueWealth Advisors, LLC held 8,792 UTES 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 8,792 shares
    Change vs previous 13F +812 shares

    0.14% of the 13F portfolio, value $617,036.

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

  2. period ended2026-06-30
    13F 7,980 shares
    Change vs previous 13F +207 shares

    0.15% of the 13F portfolio, value $652,265.

    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 7,773 shares
    Change vs previous 13F +366 shares

    0.16% of the 13F portfolio, value $621,051.

    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 7,407 shares
    Change vs previous 13F -40 shares

    0.15% of the 13F portfolio, value $584,779.

    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 7,447 shares
    Change vs previous 13F +63 shares

    0.17% of the 13F portfolio, value $621,344.

    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 7,384 shares
    Change vs previous 13F +408 shares

    0.17% of the 13F portfolio, value $558,240.

    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 6,976 shares
    Change vs previous 13F +1,594 shares

    0.15% of the 13F portfolio, value $450,671.

    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 5,382 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $343,076.

    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).