TrueWealth Financial Partners: VAW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Financial Partners on VAW, newest first. How the timeline and the estimate are built.
TrueWealth Financial Partners held 11,550 VAW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,550 sharesChange vs previous 13F +1 shares
1.09% of the 13F portfolio, value $2,642,518.
13F-HR 0001908108-26-000003 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,549 sharesChange vs previous 13F +11,549 shares
1.04% of the 13F portfolio, value $2,602,476.
13F-HR 0001908108-26-000002 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -14,124 shares
13F-HR 0001908108-26-000001 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 14,124 sharesChange vs previous 13F -30,205 shares
1.48% of the 13F portfolio, value $2,893,487.
13F-HR 0001908108-25-000002 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 44,329 sharesChange vs previous 13F -16,205 shares
4.76% of the 13F portfolio, value $8,636,669.
13F-HR 0001085146-25-005043 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 60,534 sharesChange vs previous 13F -14,718 shares
6.9% of the 13F portfolio, value $11,429,467.
13F-HR 0001085146-25-003171 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 75,252 sharesChange vs previous 13F +313 shares
8.77% of the 13F portfolio, value $14,135,364.
13F-HR 0001085146-25-001370 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 74,939 sharesChange vs previous 13F not available
9.54% of the 13F portfolio, value $15,847,344.
13F-HR 0001085146-24-005772 filed by TrueWealth Financial Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).