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Disclosery

TrueWealth Financial Partners: ISTB position timeline

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

TrueWealth Financial Partners held 6,100 ISTB 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 6,100 shares
    Change vs previous 13F -424 shares

    0.12% of the 13F portfolio, value $294,325.

    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 6,524 shares
    Change vs previous 13F +6,524 shares

    0.13% of the 13F portfolio, value $316,152.

    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 -6,524 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 6,524 shares
    Change vs previous 13F -9,282 shares

    0.16% of the 13F portfolio, value $318,632.

    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 15,806 shares
    Change vs previous 13F -20,481 shares

    0.42% of the 13F portfolio, value $768,963.

    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 36,287 shares
    Change vs previous 13F -5,582 shares

    1.06% of the 13F portfolio, value $1,754,477.

    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 41,869 shares
    Change vs previous 13F -367 shares

    1.24% of the 13F portfolio, value $2,000,083.

    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 42,236 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,056,046.

    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).