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Disclosery

TrueWealth Financial Partners: VDC position timeline

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

TrueWealth Financial Partners held 44,159 VDC 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 44,159 shares
    Change vs previous 13F +1,073 shares

    4.11% of the 13F portfolio, value $9,957,416.

    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 43,086 shares
    Change vs previous 13F +43,086 shares

    3.86% of the 13F portfolio, value $9,676,686.

    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 -35,807 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 35,807 shares
    Change vs previous 13F +17,903 shares

    3.91% of the 13F portfolio, value $7,653,029.

    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 17,904 shares
    Change vs previous 13F +10,659 shares

    2.16% of the 13F portfolio, value $3,920,976.

    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 7,245 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,585,349.

    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).