Skip to content
Disclosery

TrueWealth Advisors, LLC: WMT position timeline

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

TrueWealth Advisors, LLC held 22,393 WMT 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 22,393 shares
    Change vs previous 13F +677 shares

    0.52% of the 13F portfolio, value $2,327,041.

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

  2. period ended2026-06-30
    13F 21,716 shares
    Change vs previous 13F +455 shares

    0.55% of the 13F portfolio, value $2,459,585.

    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 21,261 shares
    Change vs previous 13F +309 shares

    0.66% of the 13F portfolio, value $2,642,286.

    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 20,952 shares
    Change vs previous 13F +330 shares

    0.6% of the 13F portfolio, value $2,334,246.

    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 20,622 shares
    Change vs previous 13F +7,104 shares

    0.57% of the 13F portfolio, value $2,125,333.

    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 13,518 shares
    Change vs previous 13F +2,147 shares

    0.39% of the 13F portfolio, value $1,321,827.

    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 11,371 shares
    Change vs previous 13F -380 shares

    0.33% of the 13F portfolio, value $998,236.

    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 11,751 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,061,738.

    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).