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TrueWealth Advisors, LLC: VIG position timeline

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

TrueWealth Advisors, LLC held 9,745 VIG 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 9,745 shares
    Change vs previous 13F -21 shares

    0.51% of the 13F portfolio, value $2,273,700.

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

  2. period ended2026-06-30
    13F 9,766 shares
    Change vs previous 13F -5 shares

    0.52% of the 13F portfolio, value $2,310,897.

    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 9,771 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $2,101,355.

    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 9,770 shares
    Change vs previous 13F +193 shares

    0.56% of the 13F portfolio, value $2,147,235.

    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 9,577 shares
    Change vs previous 13F -11 shares

    0.56% of the 13F portfolio, value $2,066,553.

    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 9,588 shares
    Change vs previous 13F -245 shares

    0.58% of the 13F portfolio, value $1,962,468.

    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 9,833 shares
    Change vs previous 13F +2 shares

    0.63% of the 13F portfolio, value $1,907,591.

    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 9,831 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,925,181.

    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).