TrueWealth Financial Partners: FSMB position timeline

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

TrueWealth Financial Partners held 0 FSMB shares at 2026-03-31 per its 13F-HR filed 2026-05-20.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -201,726 shares
13F-HR 0001908108-26-000002 filed by TrueWealth Financial Partners
Filed 2026-05-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 201,726 shares
Change vs previous 13F not available
3.34% of the 13F portfolio, value $4,043,593.
13F-HR 0001908108-26-000001 filed by TrueWealth Financial Partners
Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).