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Disclosery

TrueWealth Financial Partners: VNQ position timeline

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

TrueWealth Financial Partners held 116,270 VNQ 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 116,270 shares
    Change vs previous 13F +1,482 shares

    4.63% of the 13F portfolio, value $11,211,917.

    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 114,788 shares
    Change vs previous 13F +114,788 shares

    4.06% of the 13F portfolio, value $10,181,631.

    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 -113,187 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 113,187 shares
    Change vs previous 13F -29,869 shares

    5.28% of the 13F portfolio, value $10,347,590.

    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 143,056 shares
    Change vs previous 13F -9,789 shares

    7.03% of the 13F portfolio, value $12,740,579.

    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 152,845 shares
    Change vs previous 13F -9,295 shares

    8.36% of the 13F portfolio, value $13,838,564.

    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 162,140 shares
    Change vs previous 13F +1,125 shares

    8.96% of the 13F portfolio, value $14,443,444.

    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 161,015 shares
    Change vs previous 13F not available

    9.44% of the 13F portfolio, value $15,686,084.

    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).