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Disclosery

TrueWealth Financial Partners: VHT position timeline

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

TrueWealth Financial Partners held 37,253 VHT 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 37,253 shares
    Change vs previous 13F +615 shares

    4.6% of the 13F portfolio, value $11,139,016.

    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 36,638 shares
    Change vs previous 13F +36,638 shares

    3.98% of the 13F portfolio, value $9,977,634.

    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 -30,570 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 30,570 shares
    Change vs previous 13F +14,908 shares

    4.05% of the 13F portfolio, value $7,935,975.

    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 15,662 shares
    Change vs previous 13F +9,725 shares

    2.14% of the 13F portfolio, value $3,889,502.

    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 5,937 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,571,703.

    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).