TrueWealth Financial Partners: VEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrueWealth Financial Partners on VEU, newest first. How the timeline and the estimate are built.
TrueWealth Financial Partners held 53,320 VEU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 53,320 sharesChange vs previous 13F 0 shares
1.85% of the 13F portfolio, value $4,465,552.
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 53,320 sharesChange vs previous 13F +53,320 shares
1.6% of the 13F portfolio, value $4,004,336.
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 -58,611 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 58,611 sharesChange vs previous 13F -109,238 shares
2.13% of the 13F portfolio, value $4,183,066.
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 167,849 sharesChange vs previous 13F -47,825 shares
6.22% of the 13F portfolio, value $11,282,814.
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 215,674 sharesChange vs previous 13F -35,041 shares
7.9% of the 13F portfolio, value $13,082,790.
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 250,715 sharesChange vs previous 13F +1,116 shares
8.93% of the 13F portfolio, value $14,393,560.
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 249,599 sharesChange vs previous 13F not available
9.47% of the 13F portfolio, value $15,724,737.
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).