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Disclosery

TrueWealth Financial Partners: VOO position timeline

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

TrueWealth Financial Partners held 79,595 VOO 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 79,595 shares
    Change vs previous 13F +239 shares

    22.59% of the 13F portfolio, value $54,666,810.

    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 79,356 shares
    Change vs previous 13F +79,356 shares

    18.9% of the 13F portfolio, value $47,419,127.

    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 -73,344 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 73,344 shares
    Change vs previous 13F +23,733 shares

    22.92% of the 13F portfolio, value $44,914,353.

    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 49,611 shares
    Change vs previous 13F +12,171 shares

    15.54% of the 13F portfolio, value $28,180,329.

    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 37,440 shares
    Change vs previous 13F +7,616 shares

    11.62% of the 13F portfolio, value $19,240,600.

    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 29,824 shares
    Change vs previous 13F -38 shares

    9.97% of the 13F portfolio, value $16,069,630.

    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 29,862 shares
    Change vs previous 13F not available

    9.49% of the 13F portfolio, value $15,757,287.

    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).