TrueWealth Advisors, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Advisors, LLC on VO, newest first. How the timeline and the estimate are built.
TrueWealth Advisors, LLC held 19,926 VO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 19,926 sharesChange vs previous 13F +15 shares
0.35% of the 13F portfolio, value $1,562,609.
13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 19,911 sharesChange vs previous 13F +14,936 shares
0.36% of the 13F portfolio, value $1,604,258.
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 4,975 sharesChange vs previous 13F -39 shares
0.36% of the 13F portfolio, value $1,428,762.
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 5,014 sharesChange vs previous 13F -24 shares
0.38% of the 13F portfolio, value $1,455,302.
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 5,038 sharesChange vs previous 13F +4 shares
0.4% of the 13F portfolio, value $1,479,975.
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).
- period ended2025-06-3013F 5,034 sharesChange vs previous 13F -119 shares
0.42% of the 13F portfolio, value $1,408,748.
13F-HR 0001817714-25-000004 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 ended2025-03-3113F 5,153 sharesChange vs previous 13F -55 shares
0.44% of the 13F portfolio, value $1,332,746.
13F-HR 0001817714-25-000003 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 ended2024-12-3113F 5,208 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $1,375,703.
13F-HR 0001817714-25-000002 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).