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Disclosery

TrueWealth Financial Partners: BIV position timeline

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

TrueWealth Financial Partners held 16,104 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,104 shares
    Change vs previous 13F -1,080 shares

    0.51% of the 13F portfolio, value $1,235,146.

    13F-HR 0001908108-26-000003 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,184 shares
    Change vs previous 13F +17,184 shares

    0.53% of the 13F portfolio, value $1,326,246.

    13F-HR 0001908108-26-000002 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -19,920 shares

    13F-HR 0001908108-26-000001 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 19,920 shares
    Change vs previous 13F -60,006 shares

    0.79% of the 13F portfolio, value $1,555,552.

    13F-HR 0001908108-25-000002 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 79,926 shares
    Change vs previous 13F -24,946 shares

    3.41% of the 13F portfolio, value $6,181,451.

    13F-HR 0001085146-25-005043 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 104,872 shares
    Change vs previous 13F -20,773 shares

    4.85% of the 13F portfolio, value $8,030,080.

    13F-HR 0001085146-25-003171 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 125,645 shares
    Change vs previous 13F +1,169 shares

    5.83% of the 13F portfolio, value $9,389,429.

    13F-HR 0001085146-25-001370 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 124,476 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $9,755,188.

    13F-HR 0001085146-24-005772 filed by TrueWealth Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).