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TrueWealth Advisors, LLC: XMHQ position timeline

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

TrueWealth Advisors, LLC held 7,214 XMHQ 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 7,214 shares
    Change vs previous 13F +2,015 shares

    0.18% of the 13F portfolio, value $805,449.

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

  2. period ended2026-06-30
    13F 5,199 shares
    Change vs previous 13F -521 shares

    0.13% of the 13F portfolio, value $586,868.

    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 5,720 shares
    Change vs previous 13F -43,588 shares

    0.15% of the 13F portfolio, value $591,263.

    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 49,308 shares
    Change vs previous 13F -2,165 shares

    1.31% of the 13F portfolio, value $5,050,093.

    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 51,473 shares
    Change vs previous 13F -10,922 shares

    1.46% of the 13F portfolio, value $5,402,633.

    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 62,395 shares
    Change vs previous 13F +1,049 shares

    1.81% of the 13F portfolio, value $6,129,676.

    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 61,346 shares
    Change vs previous 13F +7,931 shares

    1.84% of the 13F portfolio, value $5,615,038.

    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 53,415 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $5,259,797.

    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).